To: drmorgan who wrote (17155 ) 11/21/1999 10:03:00 PM From: Solid Respond to of 29970
Interesting find regarding Pairgain founders- relating to ultimate efficiencies of DSL vs. Cable. I, like ah and some others favor DSL and cable and even wireless. Get people in cars, period. Plenty of time to have them migrate into the best model at the best price over time, while relieving short term pressure from just one type provider of bb: Courtesy of The Fool Thread: Found this on the Broadcom (maker of almost all cable modem ICs) board about their founder and CEO, Henry Nicholas. I worded that badly. Broadcom makes the communications ASIC that is used in about 80% of cable modems. That ASIC is the most significant IC in box.boards.fool.com If you don't have time to read it, here is the nugget that I thought you might enjoy here: While Nicholas pursued his doctorate on a TRW Ph.D. fellowship, his academic adviser, Dr. Henry Samueli, helped co-found PairGain Technologies, which has become a major supplier of communications equipment to telephone companies. Samueli recruited Nicholas to PairGain to help identify and establish an integrated circuit solution for high-speed digital transmission over telephone lines. At PairGain, Nicholas developed the initial business plan for a High-Speed Digital Subscriber Line (HDSL) product line and subsequently led the development of the world's first HDSL chip. HDSL technology is the core of PairGain's success today; it contributes 90 percent of PairGain's $150 million-plus revenue. Ironically, the magnitude of the HDSL market forced PairGain to put all its resources into new business prospects rather than new technologies. Based on Nicholas' belief that cable television and the Internet had significantly more potential than HDSL, Nicholas and Samueli used personal savings in 1991 to found Broadcom. That's a couple of very significant opinions in my book. These are guys who understood the telco and cableco infrastructures. Mocha