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Technology Stocks : ADSL, ISDN, and the future.
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To: jmm who wrote (161)1/23/1997 5:04:00 AM
From: Timothy Tashjian   of 198
 
jmm,there are so many articles to read in relationship to these things I have maybe read 200 articles. Well 2 good locations to read whatever interests you about HFC and cable(which is where I am focused) are internet telephony and americasnetwork. Also read a good article by the head of CSCO about ADSL and HDSL and cable. Here is a little blurb about cable and then I will summarize why I think this way.
There will be many other such trials as 1996 moves along, and many ATM
vendors are eyeing the technology. But the cable modem phenomenon won't happen on its own. Although many homes are wired, most office buildings and office complexes are not. However, with the passage of the telecommunications act, we could see cable companies starting to focus on the higher margins that go with selling services to businesses. In that regard, companies such as Oracle Corp. and Sun Microsystems think so highly of the cable modem's potential to deliver high bandwidth that both have plans to fit cable modems into their $500 Internet devices.
Well first of all there are 3 different uses for cable modems personal,office and telecommuting(videoconferencing). Personal doesnt require much upstream(assymetrical),office is usually symmetrical,and telecommuting will need massive bandwidth for videoconferencing. So dont lump cable modems into one kind.
On the ADSL the head of CSCO said it is only a temporary solution to the problem and HDSL is a better solution. Also the cost to implement this halfway technology is enormous. But ADSL might be a temporaty solution to the home,but no the office. PAIR just got a large contract to implement HDSL. The RBOC's have stopped most of their trials for ADSL. Anything this pseudo-monopoly tries is basically outdated and dumb. I would think that a combo of HFC with an ATM backbone with differing cable modems at the end-user will be what happens in the future. Also AT&T just leased lines from the cable co's for their Turbo World NET internet service. If you need specific references write back and I will try to locate them. Good luck,Tim
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