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Technology Stocks : Tut Systems, Inc. (TUTS) -- Ignore unavailable to you. Want to Upgrade?

To: Dan Bane who wrote (234)	11/4/1999 11:19:00 AM
From: lml	Read Replies (1) \| Respond to of 293

Dan: I, personally favor DSL over cable modem technology. Its a bit more secure, but more importantly your bandwidth, at least between the CO & your home or office, is guaranteed. In contrast, as you know, the cable platform is a a more-shared network, with many of your neighbors who are also subscribers sharing not only the same bandwidth, but also the same network off the fiber node. IMHO, both technologies will "win." Your choice of medium will depend upon several factors: one, your personal preferences, which will be influenced by price; the other the installed architecture of the provider, which will vary by franchise. For example, while I personally prefer DSL, I would find a cable modem attractive IF my home were situated close to the fiber node, the MSO (cable company) designed its infrastructure so that no more than a few hundred subscribers would share one node, & the MSO knew what they were doing. Unfortunately, the foregoing does not exist except in only a very few areas of the US. This race between the cable modem technology & DLS technology, IMHO, will be a see-saw battle. The victor in the end will be the consumer. Expect to DSL to pull ahead in Y2K. The MSOs will need time to get the kinks out of their systems, but the technology will improve. Next generation modems, I believe CableLabs 1.1 or 1.2 Certification, will enable QoS tiering along the platform, which I personally would find attractive. Not only will this enable VoIP, but will also enable the MSOs to offer a premium service (priority routing of packets) to those subscribers who are willing to pay a higher monthly subscription fee. BTW, TV viewing does not impact Internet bandwidth. Cable platform reserves two bandwidth frequency channels for Internet, one upstream, the other down. TV broadcast channels are broadcasted "down" other frequency channels.