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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (223)2/20/1999 5:40:00 PM
From: Teflon  Read Replies (1) of 54805
 
DSL vs. Cable:

I have spent the time in my travels talking to ENGINEERS across most of the businesses in the telecom industry. Most engineers, whether from the RBOCs, Loral Space, GE Americom, TCI, Comcast, Cox, etc., will tell you, when it boils down to the technology, DSL is limited, especially when you talk about this platform in a digital vs. analog environment.

Unfortunately, the RBOCs have sold the public and their shareholders that DSL is their platform for the future, at least over the next ten years as they build out their Fiber networks. Cable companies, on the other hand, can upgrade their plant substantially in a relatively short period of time when compared to the alternative of a full fiber network which the RBOCs will pursue. The Cable companies have been doing this and the $$$ is moving there. Consider the Paul Allen and Buffet investments.

Do your DD on the technology and the truth will become clear. Listen to the PR from Bell Atlantic, and the confusion will remain.

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