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

To: Kenneth E. Phillipps who wrote (6394)	2/11/2000 8:45:00 PM
From: Kenneth E. Phillipps	Respond to of 12823

Study on DSL Market - copied from the PairGain thread: To: Jay Mowery who wrote (35861) From: Eric Terry Thursday, Feb 10, 2000 10:45 PM ET Reply # of 35879 I assume this is why the DSL stocks jumped today. Shift to DSL and Packet-Switching Technology to Create Estimated $4.4 billion Communications Equipment Market Opportunity by 2002, Says New U.S. Bancorp Piper Jaffray Report. MINNEAPOLIS--(BUSINESS WIRE)--Feb. 10, 2000--A major new telecommunications equipment report by U.S. Bancorp Piper Jaffray asserts that the "local loop" is in the midst of a major, multi-year transition to an architecture based on digital subscriber line (DSL) transport and packet switching. From a base of 770,000 in 1999, DSLs are expected to grow to 12.9 million in the United States alone, creating an estimated $4.4 billion equipment market by 2002, says the report, "Packet Over DSL:--The New Access Paradigm." The local loop refers to the 190 million copper pairs that connect businesses and homes to telecommunications companies' central offices. "Packet over DSL represents the most efficient, flexible platform for delivering bundled voice and data services to small businesses and customers," says U.S. Bancorp Piper Jaffray Senior Analyst Conrad Leifur, who authored the report. DSL is rapidly replacing analog technology that has enabled communications for several decades. DSL technology expands the carrying capacity of copper pairs by 20-fold or more. The technology uses sophisticated digital signal processing techniques in order to utilize the full bandwidth of a copper pair, as opposed to the analog modem technology, which is confined to the 4 kHz audible spectrum. Meanwhile, riding on top of the DSL layer, packet-based transport is replacing traditional circuit-switched transport, resulting in enormous gains in bandwidth utilization. In the packet-based model, communications traffic is encapsulated into variable-length packets or fixed-length cells, which are switched or routed based on information in the packet or cell header. Leifur refers to this new access network as "packet over DSL," and says an increasingly rich variety of communications services are being delivered over this architecture. "While high speed Internet access is the `killer application' for packet over DSL today, we expect voice and business data services to be delivered via packet over DSL this year, dramatically improving service economics and accelerating adoption of DSL," he says. According to Leifur, the central office model will dominate packet over DSL deployment, but multi-tenant unit (MTU) and digital loop carrier (DLC) deployments will soon account for a significant portion of overall packet over DSL deployments. In a central office deployment, DSL signals run on the copper loops connecting a central office to businesses. With MTU, the DSL link is created on the in-building wiring within an office building or apartment building. MTU overcomes issues related to distance and is rapidly gaining momentum. DLCs increase the number of customers served by existing copper facilities (wire pairs) by concentrating several analog or digital lines at a remote location and then transmitting the concentrated signal via a fiber-optic line back to the central office. "By 2002, fully one-third of packet over DSL lines will be provided by MTU or broadband DLC deployments, creating exciting new equipment opportunities," Leifur says. Given the magnitude of the DSL opportunity, U.S. Bancorp Piper Jaffray believes equipment companies with the right technology stand to benefit. "The equipment opportunity created by the transition to packet over DSL is enormous," says Leifur. "By 2002, packet over DSL equipment purchases will dominate the overall access equipment market."

To: Kenneth E. Phillipps who wrote (6394)	2/12/2000 10:05:00 AM
From: Gary R. Owens	Respond to of 12823

"freeXDSL TM offers members world class ADSL Internet service TOTALLY FREE OF CHARGE, plus you get free installation (if required), a network interface card (DSL Modem, standard if required), and friendly technical support too. Fast ADSL speed is freeXDSLTM. We let you speed across the web at a standard speed of 384k (expandable to 7meg max) Complete E-Mail Services is freeXDSLTM. You get all the reliability and fast E-Mail services that you would expect from an Internet industry leader. 24 Hour Technical Support 7 Days a Week is freeXDSLTM. Unlimited technical support from friendly and skilled instructors/technicians. REGISTER ON-LINE NOW!!! HOME" freexdsl.com *I'm trying to read through the legalese to figure out why this sound too good to be true. Is this* the catch? freexdsl.com 12.0 - AUTHORITY TO PROVIDE LOCAL OR LONG DISTANCE PHONE SERVICE, "CABLE" TV SERVICE If, at any time during the term of this Agreement, SMART is authorized, with Federal or State authority approval if necessary, to offer and provide local telephone service as a Local Exchange Carrier, long distance or "cable" TV service as a long distance telephone or "cable" TV service provider in the location in which MEMBER desires to receive freeXDSL(TM) SERVICE, and SMART is able to offer and provide such service to MEMBER, MEMBER hereby agrees to allow SMART to provide MEMBER with such service at the applicable tariff or published rate for such service if the rate is no more than the rate currently being paid by MEMBER to the existing Incumbent Local Exchange Carrier or other provider currently furnishing any such service to MEMBER. In any such case, MEMBER'S existing incumbent local exchange carrier will continue to maintain the lines between MEMBER'S location and the telephone company's central switching office as they do currently as prescribed by law. Thoughts anyone?**

To: Kenneth E. Phillipps who wrote (6394)	2/12/2000 11:42:00 AM
From: MikeM54321	Respond to of 12823

Ken- I'm very happy to see this offer from DT. It's an important step in creating demand for Internet infrastructure and I fully agree with DT Schmidt's comments. And I bet DT not only felt heat from competitors to make such an offer, but I bet they also felt heat from the government to do so. DT is going through some BIG changes and they need the government to be on their side. Somewhat similar to what our RBOCs/T is going through in the US. I'm sure they will be overwhelmed with subscribers, much like AOL was when it first did their flat fee, unlimited access for $20/month. That will be good for pushing infrastructure development. -MikeM(From Florida)