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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (18005)	7/25/1999 1:05:00 PM
From: Wes Stevens	Read Replies (2) \| Respond to of 56535

Max, I have now read up on them and am up to date. When you and TJ first started posting about them I did not bite as was thinking about the old company. I did not even realize that Lucent sold them. I agree they are well positioned in the DSL market. I also think that DSL will grow faster then anyone realizes. I have a cable modem and will trade it in for DSL as soon as it is available latter this year. What a lot of people don't realize is that broadband cable has a limited bandwidth. I am not real up to date but I think that most cable systems are still in the 600 meg to 1000 meg range. Each tv channel on it takes about 3 megs plus 1.5 megs of separation for a total of 4.5 megs. With all the channels that they are putting on they are not awash in bandwidth. So they take a single 3 meg channel and put a bunch a of cable modems on it. I have heard stories of some systems putting hundreds of users on one channel, but the typical is supposed to be around 50. In my area cable modems are not that popular yet, but I am already seeing problems - i.e. it is dropping out much more often and at times the performance is not good. With ADSL you have a dedicated copper pair to the nearest telephone CO. From there you will share bandwidth to get to the internet backbone. But this is much easier to manage and to add bandwidth with it is needed. Also the cable modem only lets one pc on at a time. There are ADSL modems that connect to your lan and will let more then one pc on at a time. I have three pc's at home, mine and one for each of my kids. It is a constant fight for the cable modem. In the end I think DSL will grow faster then anyone thinks.