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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (29186)	9/5/1999 11:23:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

No ADSL in my neighborhood. RBOC's providing it to high density office environments. Yes. And there are probably some neighborhoods where it will never be available or at least not until the technology advances or the fiber/wire mix is updated to allow the telcos to get around the inherent distance limitations of DSL. Densely populated residential and office neighborhoods have enough people close enough to the central office that it's worthwhile to buy a DSLAM for the CO. That's not the case with some suburban and most exurban and rural COs. But AOL must have understood those limitations when they signed the agreements with the telcos. Each of the telcos with which they have agreements now have DSL available to thousands of residential customers, but AOL isn't playing yet. (Of the companies with AOL agreements, AIT is slow on DSL rollout, but BEL and SBC have been very active in rollouts. So too are BLS, and USW, which doesn't have an agreement with AOL, hasn't expressed interest in one, and is the current leader in the DSL market.) The fact is that the telcos were ready to roll out DSL much sooner than AOL was ready to participate. By the way, we're not hearing much about Microsoft's DSL offerings, either. Several months ago, they said they would do trial service in Seattle, Atlanta, and a few other cities. I assume that's underway, but so far they've avoided publicity on the offering. news.com August 19, 1999, 5:00 p.m. PT Short Take: Broadband modem sales increase, study says Worldwide second-quarter sales of high-speed asymmetric digital subscriber line (ADSL) modems increased 59 percent over the prior quarter, according to a study by market research firm Cahners In-Stat Group. ADSL shipments will top 1 million by year-end, the study showed.