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Technology Stocks : ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN

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To: John Stichnoth who wrote (152)4/25/1999 10:15:00 PM
From: lml  Read Replies (1) of 201
 
But, they have to protect their installed infrastructure of T1 and isdn, I suppose.

Not necessarily -- anymore. As far as ISDN goes, the telecos are "itching" to free up switching equipment & would prefer users on dedicated lines. If you're ISDN use is limited to Internet, switching to ADSL, or IDSL if ADSL is not available, is a 'no-brainer.' But if your ISDN is used for video-conferencing or remote access to a corporate LAN, ISDN will still be a popular choice. So, "protection" is no longer the issue here.

I think the teleco's have got the message. Roll out DSL or lose customers, either to CLECs who have been focusing on businesses & now more recently, residential customers, or the cablecos, who are going gang-busters in the residential market.

As far as T1 service is concerned, I basically feel the same way Frank does in his analysis of CLEC vs. ILEC DSL pricing. QoS is the next wave of consumer awareness. Right now its availability -- at the best price. But as DSL becomes ubiquitous, QoS will come to the forefront & pricing should be the parameter to distinguish among the various levels of service -- the ultimate throughput to that square-headed girlfriend we all sit in front of too many hours a day.
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