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

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To: Mark who wrote (90)12/16/1998 10:03:00 AM
From: Jim S  Read Replies (1) of 201
 
I'm the wrong guy to ask, Mark, but if you follow the various DSL threads a few answers emerge:

-Cable vs. xDSL -- There is a much larger and more complete twisted pair infrastructure than cable. Most of the current cable infrastructure needs to be replaced with hybrid fiber/coax cable to achieve the speeds you talk about. Cable gets slower and slower as more and more subscribers use it; twisted copper just has one subscriber per pair, so there is no such limitation.

-xDSL will be dead in a year or two -- Yeah, well I bet you don't believe in Santa, either. Actually, I suppose it depends on who gets out there first, the phone guys or the cable guys. Once a required level of bandwidth is achieved for a given user, increasing that speed has limited value until his needs change. So, whoever gets the best market share the soonest is the winner, at least until the next technology comes along. So, you can invest in Santa or the Easter Bunny, your choice.

jim
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