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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (4094)	6/8/1999 9:23:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Adtran and HDSL's Future Bernard and DenverTechie, Thanks for your responses regarding Adtran's, "new" MDSL technology. The white paper on Level One's website is quite interesting. While doing some DD on Orckit (sym:ORCT) I came across a funny chart showing the heierarchial data rate of various DSL technologies. It's sort hits the nail on the head as to why I don't understand why HDSL is such a hot product for Adtran to be so specialized in. But obviously the market disagrees with me, big time. Here's the humorous knock on HDSL products: orckit.com IMVHO, I get the feeling Adtran somewhat parallels Tellabs regarding TLAB in the TDM vs. packet space. There is probably a great deal of value in HDSL (and HDSL2) technology primarily because it is so engrained in our telecom infrastructure today. I suppose if you view it this way, a P/B of 5, a PSR of 4.13, and a PE of 31.22 is not so unreasonable for a legacy products company. Or maybe, as DenverTechie stated, the single pair vs. two pair is making Adtran hot. I do know when I see the GTE trucks, pulled up to those green cabinets with double doors, I take a look inside. I can't believe the morass of twisted copper pairs pulled through the conduit! I don't know if it's a local phenenomom, but you swear they couldn't possible pull even one more strand of hair through. This link explains it in slightly more technical terms:....Whoops. Didnt' work. You have to hit the above link, and then click on, "HDSL2: Advanced HDSL for Flexible Deployment." Thanks, MikeM(From Florida) --------------------------- HDSL2 Benefits HDSL2's primary benefit is that it requires only a single twisted copper pair to transmit the same distance and data rate as regular HDSL. This is a distinct advantage in certain areas where unused copper pairs are becoming a rarer and rarer commodity. HDSL2 will allow telecom service providers to meet rapidly increasing demands for high speed transmission services in areas where copper pair shortages exist.