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 : ADSP - Ariel -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (1461)	11/26/1999 2:06:00 AM
From: Bear Down	Read Replies (1) \| Respond to of 2263

The institutions have already started sellling Latest Quarter Previous Quarter 2 Quarters % Inst Owned: 5.7% 9.2% 7.6% Shrs Bought: 40,100 162,250 51,100 Shrs Sold: 381,773 0 25,000 Net Bought(Sold) (341,673) 162,250 26,100

To: Anthony@Pacific who wrote (1461)	11/26/1999 2:06:00 AM
From: Anthony@Pacific	Respond to of 2263

ADSP<--- we continue to gather facts from small ISP providers all over the country .and here is some additional facts that describe in paimnful detail why ASDSP is a zero. After reviewing specs for both the ARIEL RS4200 and the ASCEND MAX 6096, I have the following insight. The major difference here is that the MAX does it all in one box for a reasonable price. Although the price is higher than what ARIEL is touting its product, there are significant differences that make the ASCEND MAX 6096 worth the extra money. The ARIEL RS4200 is made up of 2 PCI Interface cards that must be installed into a PC Server. This installation depends on the server being the work horse of the ARIEL solutions. What this means is that whatever operating system is used, that operating system must perform the tasks of a router. 96 dial ups in a single server requires 96 separate IP's to be routed to the network. For a PC server this can be a bottle neck. The PC server must perform basic tasks to maintain a operating system. File System, Video, Networking, etc. These services demand resources which slow the performance of the server over a standard router. The initial impression from the ARIEL solution is, "WOW great idea." But as we look deeper into the fundamentals of the ARIEL RS4200 we will see that the flaws exist. 1) Performance. The performance of the ARIEL RS4200 is not in question. The problem is the PC routing the information from the callers to the network. The ARIEL RS4200 must manage 96 simulataneous callers that have to be transfered from the cards through the 66MHz PCI interface through the CPU back through the PCI bus out the Network Adapter to the switch to the router to the Internet. SLOW SLOW SLOW. The MAX 6096 using a RISC processor which reduces the overhead so the router can process and route traffic faster. The RS4200 depends on the SERVICES native to the operating system to provide the redundancy they claim. The more services running on a PC the greater requirement for RESOURCES the higher the latency on processing USERS data traffic. 2) Reliability The ARIEL RS4200 requires a PC. A PC is a flaw in relibility. The failure of a PC is more likely occur than a router. Remember we are using a PC because the RS4200 is merely an INTERFACE card for the PC. The operating system can CRASH, a dependent service can CRASH, the hard drive can CRASH, the PC has too many factors that create an unreliable environment. By adding the additional services for the redundancy, creates a situation for more services to CRASH causing an unstable environment in the PC's operating system which creates a more likelihood that callers will be dropped or not processed at all. 3) Cost The ARIEL RS4200 has a low cost factor which is merely a promotional offer. What is the price of the interface going to be at the end of the promotion? They claim FREE server. A decent server to operate the services and functions they claim would cost aproximately $5000 before operating system and licenses. Time is a major cost factor. It takes time to install, configure and manage a PC Server. The maintainence time alone is much greater than that of a standard router. Also a standard router can be replaced in minutes. A PC Server crash can require a full install of the operating system plus the reconfiguring of services even with a FULL BACKUP. NT and UNIX programmers do not come cheap although they are plentiful. A decent UNIX programmer can program a router and the time required to reconfigure a downed router is less time to reconfigure or program than a downed server under the best circumstances. The overall picture of the ARIEL RS4200 is not what they claim. The RELIABILITY, PERFORMANCE and COST are not what they claim. The end result is the ISP will have a less stable, slower, and more costly solution that will be replaced by a traditional terminal server after the first system crash....IF THE ISP CAN REMAIN IN BUSINESS... Id Protected by A@P