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 : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: DOUG H who wrote (2618)	9/8/1999 11:28:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 6531

The RBOC's now know they have competition with the cable companies. They do want to generate revenue but they are begining to realize (perhaps too slowly) that reveneue generation shouldn't come from bandwidth or "lines".. but from services. The cable model has been like this from the begining - you get basic, expanded basic, pay movies, and pay per view. Pretty soon you'll be able to get telephony on cable as well as gaming, and you can already get ISP access...all SERVICEs which you pay the cable company extra for. Notice that the cable comany never charges you for your connection! The RBOC's still don't really know how to migrate to a services model.. but the point is, that the more services they can get you to purchase over a single DSL connection the more revenue they will generate....... at a lower cost of support!!! OG

To: DOUG H who wrote (2618)	9/8/1999 3:04:00 PM
From: jackmore	Respond to of 6531

Doug, Re: don't the RBOC's wanna sell you all those sepereate lines?? I'm sure they would. My interest though is in what this may mean to BRCM. Are we talking more modems? Or just a feature that makes DSL attractive enough to get the rollout off of what seems like dead center? Is LU a BRCM customer? Does the stinger get located at the telco's office? Or in the home? Any insight would be appreciated. Thanks. jack