<<BTW @home is a disappointment as a service. I've changed my mind recently, DSL will win I think now. Just fwiw in case you have never used @home. >>
Michelle, I agree with you...I have also heard complaints about @home service from friends in Iowa and in Washington. At the same time I have MANY friends that have signed up for DSL service through RBOCs like UsWest, Bell Atlantic or PacBell -- they seem to LOVE the service and the direct connection to high speed internet access. @home is great as long as many of your neighbors aren't trying to share the same cable lines -- this is becoming a common problem. I am betting on DSL becoming the dominant broadband method to hookup. I think that cable modems will co-exist with them (yet IMO stocks like @home are richly valued when you consider the service they deliver and the limited penetration they really have). I'm betting on AWRE -- the leading DSL technology firm that lisences its intellectual capital to RBOCs, Lucent, Cisco, etc...IMHO, we are still in the early innings of the DSL revolution. Many players (like LU, CSCO, the RBOCs, DELL, AOL etc..) will help make DSL "the preferred way" for millions of consumers and small businesses to gain high speed internet access.
Best Regards,
Scott |
