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Technology Stocks : Advanced Fibre (AFCI) ** IPO

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To: E_K_S who wrote (1272)12/8/1998 7:10:00 AM
From: Ausdauer  Read Replies (1) of 3299
 
Eric,

A recent article in our local paper in the Twin Cities indicates 90% of internet users are still dial-up connections. Cable modems and DSL lines are 1% each. The T1 business connections are holding steady for businesses as telephone companies do not voluntarily compete with themselves by offering cheaper ISDN lines.

We have a new local access provider called Ovation Communications that created a fiberoptic infrastructure linking its switching stations to area businesses. DSL lines are on the menu for the average Joe Consumer, but the details are just firming up. In any case, got a telemarketing call from US West asking to reaffirm their services as the preferred local area code and local "long" distance provider. Clearly they are beginning to take smaller competitors seriously.

As a consumer I would consider giving all my local, long distance, wireless and ISP business to my local Bell. It is a pain in the butt having to tie up the phone line to use access the web. (Further, I am less excited about cable or satellite services for web browsing.) Ovation's website stated that they use hardware from Lucent and SONET for their loop and tap directly into the LEC's copper.

UMC1000 is limited to 2000 simultaneous users. How will this affect its relevance in major metropolitan areas?

Ausdauer
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