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Technology Stocks : Amati - MAIN THREAD

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To: Guy Gordon who wrote (14)5/3/1996 2:09:00 PM
From: Jason Wortham   of 700
 
Is it OK to ask technology questions in this forum?

Anyways, I know lots of info can be gained on the web on the topic of ADSL, but here is a fact that's a little fuzzy with me.

ADSL only requires copper, but can take advantage of fiber, true or false. Fiber will come. Copper will fade.

I have viewed ADSL as an interim between fiber and copper. An interim seems very necessary. Of course, phone companies will not instantly make a transition, so it must be a slow, easy transition.

Tell me if this seems logical. Considering the cost of bringing fiber, say, to the region, wouldn't the cost to bring it to the neighborhood be some multiple of that cost. And, logically, it would follow that the cost to bring it to the curb would again be a multiple of the cost to bring it to the neighbor hood. And the same to bring it to the house. Think of it like a tree. As you follow outward from the center of the tree, the todal length of the branches grows exponentially. So would the total cost of the fiber.

All I'm saying is there is a huge necessity of a hybrid technology. Because ADSL works better when there is more fiber, less copper, and therefore the distance of copper is smaller, then ADSL will allow for the gradual improvement of the phone lines.

ISDN is dead or will soon die. It cannot do quality video, even with extreme compression. If you compared it to the speed of a CD-ROM, it would rate as a 0.1X CD-ROM. If you compared a 8Mbit/s ADSL modem to a CD-ROM it would rate as 6.7X CD-ROM. Of course, many ADSL modems run slower than 8Mbit/s, and would run about 3X CD-ROM. If you've ever seen video on 3X CD-ROM you should not be impressed.

8Mbit/s should be fast, and give good quality video. Still will probably not compare to size/quality of tv video. ADSL eventually has to evolve into VDSL. This is a benifit of the hybrid concept.

ADSL will hit hard. Video will be the reason. As soon as we see ADSL modems in TV's and Phones, the ADSL revolution will have reached it's climax.

It's a long, green road. Follow the green paper trail.

Speaking of which, isn't the real basis of the success of an ADSL company more politics than anything? It seems that the telcos have this unquestionable power to make the wrong decision. They need base their decision on the quality of the product/idea. But they will probably see the money behind competing with cable, and stealing the internet industry. Why will they grab Amati before the others? What if they stubbornly stick to ISDN? Might they?

These are real concerns. Amati seems to have the best repoir with the phone co's so far, so I think they are PROBABLY the best potential. They do seem to have the tech nailed
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