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Technology Stocks : AUTOHOME, Inc
ATHM 23.81-1.1%3:59 PM EST

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To: gdichaz who wrote (4226)1/12/1999 9:58:00 PM
From: Frank A. Coluccio  Read Replies (1) of 29970
 
Chaz, thanks for those comments. I can't speak for the good Dr. AHhaha, maybe some day he'll let me without giving me a hard time (g), but I'm a perennial student of these disciplines, and if others choose to learn along with me, that's great.

As for how I rate DSLs as opposed to CMs, that is a long discussion, actually several discussions, which I'd rather not treat lightly by picking a winner at this point in a short post.

My belief is that fiber is now reaching the right price- performance- trajectory- horizon economics, with respect to the demand on that horizon, so that the service providers should seriously be thinking and planning in terms of deploying it to the residence soon. But they are not.

There are hybrid measures that are emerging (but wont be out of the gate, probably, until it's too late) that may take up some of the slack when broadband hits the poles and the streets with all of its vengeance. But they may be too late in delivery to thwart the eventual stultifying effects that will ensue through the implementation of pervasive DSL offerings at this time - the onslaught which I think we are about to see. And too late to preclude the witting installation of soon-to-be inferior particular limited designs at this time of HFC.

I've been run over too many times observing the "turnpike effect" to formulate a complacent attitude about this.

Like I stated upstream, the extant (and even currently- being- implemented) HFC topologies that are now on the books will need to be optimized to reduce the number of contenders per segment. And if DSLs are to succeed AND do justice to users' expectations, they must in due time be 52 Mb/s VDSLs, emanating from pedestals at the curb.

This is a very long series of discussions, and they will not be settled either in philosophical or practical terms here.

Good Luck Tomorrow!

Frank C.
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