Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Verio (VRIO) -- Ignore unavailable to you. Want to Upgrade?

To: jan m. who wrote (516)	6/15/1999 9:14:00 PM
From: lazarre	Respond to of 676

Yeah, I know a little and that boils down to not much other than the essentiAL differences between the 2. Some say one or the other will run away with the high speed market. Along with some others, many of the ISPs took hits cause it was perceived ( still is by many ) thaT cable ( T, @Home, etc. ) will be superior in service to the ISP marketplace. That the likes of AOL ( and allied companies not linked to the cable juggernaut: VRIO, Elink, PSIX, etc. ) and similar models relying on the future and feasibility of DSL will not be able to compete effectively anfd just wither on the vine. More...not just that DSL was inferior or have parity with CableBroadband, but that most of these guys, particularly AOL, the bellweather, didn't even have a strategy in place to implement their DSL strategy! Their was also the assumption that the likes of T's Armstrong and the TWX cabal were gonna lock the ISPs out of access to cable for the anticipated broadband applications. I happen to agree with Steve Harmon of ISDEX...that the broadband market is gonna have a menu of possibilities competing with each other, none clearly emerging as a hands down winner: Message 10104842 Jan, note that VRIO has been onto this for sometime and well prepared. Recall its considerable stake in NorthPoint Comm.....a leading player in providing customers with a DSL backbone for Voice and Data. L