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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Amy J who wrote (75653)	3/7/1999 4:25:00 AM
From: Jeff Fox	Read Replies (1) of 186894

Amy, re: broadband net - responses... Makes sense. Someone has to do something about the last mile, otherwise this is hindering deployment of full-motion video into the home. And once full-motion video gets to the home, man are PCs going to be cool. More processing, more chips, more viewers, more PC-based sales. And Intel's stock goes up. Watch TV programs from the PC. Neat. I think the stretch goal is easy to verbalize. Think one television channel per person. That is where we are headed. But why cable? Cable degrades with more users. Why not ADSL? Think both. Cable will be best for many locales. ADSL for many others. It's all a matter of the existing wiring, who is the local service company and what equipment is deployed. Why is there the location restriction to CO on ADSL? ADSL ask performance from copper twisted pair wire far in exceeding its original purpose. The ADSL advertised speeds are astounding to me. Still, signal degrade with distance. nice square signal pulses turn to mush on long wire runs. I think 1.5 mbs works for a one mile radius and 364 mbs works for 3.5 mile radius from the phone CO. BUT think about this - these days a phone CO fits in a shoebox and can be remotely located in a field box. No reason that the telcos can't upgrade areas by doing this sort of thing to bring most people within range of ADSL. DSL is $50/mo. in some areas. Expensive. Wish they'd change the price to $20/mo. like Jeff mentioned so more consumers buy it. They must if they want success. They should drop price at a rate that attracts customers at the rate they can deploy equipment. But if they are smart they would switch over to metering megabytes at the same time. Sooner or later they will have to do this anyway. Better to do it early and avoid the chaos. Who's in the cable modem market? Broadcom, Stanford telecom, and Rockwell? ADSL? I'll defer to the experts on that one. Last week @Home created a bizarre policy they recalled/modified. Had something to do with copyright intended to protect @Home as a conveyor rather than a user of information. Some thought it could be misinterpreted to mean something very different. @Home listened and recalled it for rework. The result was no harm, no foul. (Unlike Intel's handling of CPU Id). Jeff

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