ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN Message Board

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Technology Stocks : ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN

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To: lml who wrote (64)	11/29/1998 2:30:00 PM
From: Jim S	of 201

Thanks for the thoughtful reply, lml. It leads into some deeper discussion. DSL is moving along. The principal reason is increasing competition from the cablecos that are delivering high-speed Internet access via HFC (hybrid fiber-optic/coaxial) lines. The telcos ONLY respond to competition. Condidering that the cable companies must replace a high value portion of their infrastructure, their cable, in order to compete with DSL, it leads me to wonder why the cablecos would want to initiate any service upgrade action at all until forced to do so. It is a "who leads and who follows" question. Seems to me that the telcos could seize the initiative here and drive cable into the dirt. "Could" being the operative word. Of course, no monopoly ever leaps at the chance to enthusiastically upgrade service for its customers. It seems to me that the competitive CLECs and/or ISPs would do more to drive the move to DSL than anything else. Which leads back to my first point of discussion; if you view the liklihood of getting DSL service, there in the middle of LA, to be slim, how does that bode for the propagation of DSL throughout the rest of the country much less the rest of the world? Situated in a rural area does not necessarily mean that you will not be able to get DSL. The critical question is whether there is development in the area that will lead to investment by the local telco to build a CO in the area, or install a fiber-optic line to your area. Again, this leads back to one of my origional questions -- why does the G-lite equipment necessarily have to go into a CO? I don't understand why the remotes scattered around my locale couldn't have the magic boxes installed. That is why I was asking about the cost for the equipment involved. If the magic G-lite boxes packetize the digital info and then send it down the line, proximity to a fiber cable makes no difference, assuming the the traffic density doesn't saturate the copper. Good discussion, lml. Thanks. jim

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