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

To: D. Newberry who wrote (5288)	9/18/1999 9:00:00 PM
From: Gregory Rasp	Read Replies (3) \| Respond to of 12823

Hello all. New to the thread. I have been given the task of researching DSL with an eye toward investment opportunities. I think that I have a rudimentary handle on the 'science' of DSL. Would anyone care to point out who the main players in DSL are and where the smart money is going? GR PS. I am going to read the thread but that may take awhile!

To: D. Newberry who wrote (5288)	9/20/1999 2:29:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 12823

D.N.--Thanks. Although I've been following DSL for awhile now, I've found that it's quite difficult to find descriptions of what goes on inside the CO. For instance, downstream reference is made to the DSLReports website, which is a good site and does a lot of explaining how DSL works, how the DSL modem and splitter are placed in the home, and a generic view of how the home is connected to the internet. But, they don't go inside the CO. And, it is clear that a lot is going on within the CO. The explanations tend to assume technical knowledge of where various suppliers' equipment or types of equipment goes. For instance, Redback's equipment (pretty much a single product) is apparently not competitive with Pairgain's, since they're on opposite ends of the CO, if I've got it right. And, it's a moving target! For instance, one incarnation of DSL apparently does without the MDF, somehow ("Huh?" I hear you saying. A lot of discussion of products is ambiguous or just plain wrong, I think). I'm going to think about this some more, and may come back to you. Thanks again. Best regards, JS