SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark who wrote (90)12/28/1998 12:07:00 PM
From: JW@KSC  Read Replies (1) of 201
 
Mark Re: awre/wstl/pair/adtn Won't they all be dead in a year or two??

I'm neither an expert at ADSL/HDSL/XDSL/ Or CABLE.
I know though that cable offers much faster speeds
then ADSL. The max for ADSL is 1 mpbs v. cable minimum
at 10 times faster. I guess my question is once the
infrastructure is in place for cable, why would anyone
want adsl or any flavor of it. Is adsl going to be around
next year?? Are you hoping for international sales to
go up. From a fundemental standpoint why would anyone
want to buy awre/wstl/pair/adtn.... Won't they all be dead
in a year or two??


Mark,

No WSTL, PAIR, AWRE won't be dead in a year or two.

First thing to understand is that in the US 80% of Cable is one way.
This means if your not in the 20% group with two-way cable you need to use a phone line for your uplink, if the company even provides Net Access.

Next is the fact that even know it seems like cable is everywhere, Phone lines (POTS) out number Cable connections many times in the US.,
not to mention thousands of times overseas.

How many business's do you know that have a cable connection?

How many have a cable to every desk in the office?

ADSL offers both Phone and NET Access on the same line at the same time. In Business just about every Desk has a phone line.


As the posts just prior to this one have noted, Cable bandwidth is shared. 10Mb of bandwidth is quickly eaten up when shared with your neighborhood.

Worldwide there are 800 million POTS and growing, up from 700 million in 1995.

ADSL G.Lite 1.5Mb, ADSL 8Mb and VDSL 52Mb, DSL will be around for a long time 20 years +.

In Singapore 80% of the population has VDSL or a connection available if they want it.

Last but not least, as someone pointed out, How reliable is your Cable
service compared to your Phone company? I would have to say my Phone company has an avg. 99.9 Operational Ready Rate.

When my Investments rely on the Information I get from the Net, I want that information available every second.

As Murphy's Law is in fact a reality, The day one of my short term stocks starts moving, is the time my cable would go out.

I don't want my bandwidth to be determined by the number of my neighbors being on-line, and I don't want the Hacker-Kid next door reading my mail.

Copper is Gold, Motorola told us this in 1996, CopperGold TM.

These are just a few of the issues debated on the Amati Thread in '96 & '97, though all the issues lead one to the same conclusion......

I Want My DMT
JW@KSC


Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext