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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. De Paul who wrote (2235)	10/27/1999 12:12:00 PM
From: Dan B.	Respond to of 5853

Kenneth, do I gather that by saying "I think replacing those wires(copper, in home/hotel) with ethernet, fibre or coax should be easy..." you are discounting the value of Tut's focus of Re-using copper wires in homes/hotels/apts? Also, when you finish with "...and cost a lot less than replacing long telephone company copper." are you saying that Tut's DSL requires such replacement? I guess I don't get your implied choice between either replacing long telephone copper or replacing in the home or hotel copper? That wouldn't seem to be an appropriate either/or proposition, would it? Why is he calling them a telecosm favorite? Again, I think your statement of TUT's main focus is at least part if not all of the answer...and I still haven't re-read the GTR on the subject to see what I could re-gleen there...LOL. Restated again, I think Gilder does not say DSL is not a good technology, just that he perceives it's potential as ultimately lacking that of the more bandwidth abundant coax.

To: Kenneth E. De Paul who wrote (2235)	10/27/1999 1:52:00 PM
From: LKO	Read Replies (2) \| Respond to of 5853

Why then is GG calling them a telecosm favorite and not other DSL companies? In the path to the high bandwidth future many technologies will play a role. TUTS was "representing" high-speed-over-copper technologies. They were removed when Broadcom bought a comapny called Epigram which also did something similar and GG thought that Broadcom presence on the list was sufficient representation for those technologies.

To: Kenneth E. De Paul who wrote (2235)	11/4/1999 2:51:00 AM
From: Raymond Duray	Read Replies (3) \| Respond to of 5853

Hi Kenneth, Re: "Tut has a DSL product. Tut's main focus has been high speed re-use of copper wires in the home or hotel. I think replacing those wires with ethernet, fibre or coax should be easy and cost a lot less than replacing long telephone company copper. I'm a little confused here. TTBOMK, DSL is designed to run on UTP. Hopefully Cat 5. Ethernet, OTOH is a protocol, and as such, can run on UTP, Fiber or Co-ax. In other words UTP, coax and Fiber are at Layer 1 of the OSI model. Ethernet is at Layers 3-4. Do you see it this way? Am I missing something here? Just curious, Ray