A little stream of consciousness, enjoy.
kvogel asked if PAIR competes directly with COMS,
in the link which kvogel posted I see this...
In addition to providing 3Com equipment necessary to bring DSL to commercial as well as residential users, SRT will install a service splitter to ensure consistent phone service while DSL is in use, and a 3Com ADSL modem and a static Internet Protocol (IP) address. SRT's DSL installation fee is $110 and the monthly fee is only $49.95 plus Internet service ($13.95 - $16.95, depending on the provider).
So instead everybody goes to g.lite...does pair lead here,
or simply a standard which everybody has already adopted,
PAIR demonstrating Avidia--maybe they're ahead of coms?
?G.lite is splitterless so cheap to roll out, can reach many
consumers within something on the order of five miles distant,
so I guess that is why we see COMS and Dell working together,
what company did CPQ team up with? I've been flailing around
trying to take a few notes of the threads and I see that TXN
picked up Amati awhile back...so does that take TXN out of
the picture to perhaps have picked up PAIR? I found a few things
about ROK...but then they're spinning off CNXT...the semi portion
of the business, so doesn't look like they're buying.
Hmmm, who is left that might make an aquisition, a company
drowning in cash--maybe INTC, that's already been bandied
about but maybe not such a bad guess. Intel and MSFT have
been looking a little less cozy lately, and with Microsoft
leaning toward cable...well, for an alternative it is easy
to imagine Java streaming across ADSL into my PC...probably
wouldn't even be using windows at that stage, linux? beos?
Maybe that doesn't matter as long as I get my Java--Oooh,
here's an interesting little company, Graphon...accessing
the unix boxes at work with Java, cool.
Well lots of cool sounding stuff out there, don't
know what the killer app will be so maybe it is premature
to be hungry for the bandwidth. My silly guess is PAIR is
snapped up...in the last inning of the latest economic
cycle there have got to be dozens of cash rich (or at
least market cap rich) companies looking for the holy
grail to grow their business--I mean everything is pretty,
much taken, everything seems to have been commoditized,
supplying bandwidth has to be one area that has some
great growth prospects. And as far as the internet,
selling junk on the web is pretty dull stuff, the network
and communities and software (and bandwidth needed to pull
it all off) sure seems a lot more interesting for companies
to get into--especially for companies with deep pockets like
INTC.
Applications...besides better communication, better video
etc...multiplayer gaming immediately leaps to mind...what about
latency on ADSL...and better than my V.90...tracert shows
an awful lot of hops...so maybe that is the wrong question.
Told you it was stream of consciousness!
My guess is Intel buys Pairgain for $20/share in stock.
--MM |
