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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1503)	4/26/2000 6:11:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 1782

p.s. - i'd be very happy to get definitions of "ascendant" via pm if anyone prefers that route... thanks.. frank

To: Frank A. Coluccio who wrote (1503)	4/26/2000 6:46:00 PM
From: Dan B.	Read Replies (2) \| Respond to of 1782

I'm writing without the benefit of knowing if anyone has answered your question as to the meaning of ascendancy, with any reasonable clarity. I can only offer random thoughts. LOL, I like your Billy Joel -like list, and the notion, as I see it, that there can't be too many such technologies to point to in a given, um, era. I'd like George to address this issue too. But I believe George would see bandwidth as the numero uno ascendancy for these times- or perhaps "paradigm" is the more applicable concept here. I'm at least a tad confused for the moment. However, I know many companies are involved even when looking only at GTR picks, and George seems to try to pick the few he feels understand the paradigm(s) best, and/or are prepared(ing) or "positioned" to take best advantage. Since he does drop companies from his list with some regularity, it may seem clear that while "ascendancy" is indeed something referring to the companies he's chosen as central to a paradigm, they are indeed changeable, and not so clear even to Gilder, as is a pardigm. Given his statement that he expects TERN for instance, to do well for a mere 10 years or so, it might seem clear to me that the companies picked are in some sense just peripheral to a paradigm- though he might say he tries to aviod anything merely so. FWIW, I think he'd say that improved communication is the great force ensuring great value value in bandwidth in general. So I'd guess that indeed ascendant companies are changeable, many in number, and ultimately include both those identified by the GTR(but only when the GTR is correct) and many passed over by the GTR. Hence the GTR promotional claim that the reader may indeed learn to pick his own ascendant companies(I believe I'm accurate in stating this, I hope). By the by, the effect of the lightspeed limit upon the semiconductors feeding the bandwidth monster is one notion that particularly fascinates me, and I'm glad I'll have the chance(if the creek don't rise, etc.), being 45 now, to see just what the near future will bring in this regard. The future sure should be fascinating! FWIW, in some small way taking the S-CDMA issue up with you MAY be a way for me to "get back" at certain others, but I'd sure prefer to think that's not so at all. I know my basic motive has been to better understand the subject and its significance to Cable Co's. So while others appeared in my post, I felt that was more of a delineation of my background and perspective(if perhaps of little ultimate value) than any desire to get back at anyone. I haven't the technical competence to do more than follow my nose when it sniffs out the glaring discrepancy between Gilders notion that S-CDMA's ":wasting" of cable bandwidth offers many times the efficiencies and/or reliabilities otherwise achievable, and the notion that seems to prevail here on SI that S-CDMA offers very little, if any, significant advantage, or even worse. If I say I've suspected Terayon would, as certain past S-CDMA based Terayon statements have suggested, soon offer decent HFC service solutions, I'm sure you may know I speak no lie. I hope it is clear, if nothing else, that when I saw just how far and starkly clear your thoughts on Terayon's S-CDMA had evolved, and having just recently discovered the sudden appearance of the "broadband voice" link on Terayon's site(and the HFC applications of S-CDMA there-in), I meant to offer no offense to you personally, just information that perhaps you hadn't yet considered, and which I had previously only suspected(if only for being a trusting soul at times) might oneday become available. Equal to any others if not above them in this regard, I trust your honesty and willingness to recognize what you do and do not know at any point in time. Dan B