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

To: MikeM54321 who wrote (8690)	10/1/2000 3:55:58 AM
From: elmatador	Respond to of 12823

ADSL is a diversionary technology. Suppose Monday morning we would give a decent funeral to ADSL (by the ADSL I mean a DSLAM in the CO to provide broadband services, messing up with the MDF, having the outside plant guys whining about pair test, who will repair the faults, cable record issues, truck rolls and the list goes ad nauseam) what would happen? ADSL RIP (Rest In Peace) would prompt a plethora of companies, engineers and investors to go after some other solution to reach the potential consumer for broadband. But as long ADSL is pretending to take over the world by storm, (and this has been happening for a while) MSO's, power utilities, Ricochet-type solutions, Teledesic, FTTC (Fiber To The Curb are paralyzed. For the past 6 years we have had Telcos' using ADSL as a diversionary tactic. Note that whatever problem you throw at it they just create another DSL flavour of the month: Splitter causing double pass in the MDF? Well, take the ADSL Forum crowd to the Hilton in some nice place and they devise spliterless ADSL. After a while no one is talking about spliterless ADSL and life goes on as usual. ADSL for most of the cable plant is useless. ADSL Forum goes to the Intercontinental Hotel and devised VDSL, just replace the long bad cables by fiber and put DSLAM near where the potential customers are. Assymmetrical is no good for business. You've guessed: ADSL Forum has SDSL up their sleeves. There stays paralysed the competition to bring bandwidth to the masses. They the British Telecoms of this world are challenged to build. Just look at my postings about the unbundling. Read them and weep.

To: MikeM54321 who wrote (8690)	10/1/2000 8:15:18 PM
From: zbyslaw owczarczyk	Respond to of 12823

C&W's demand is outstripping supply. They halt new subscription to maintain QoS zdnet.com Zbyslaw

To: MikeM54321 who wrote (8690)	12/5/2000 12:33:25 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: USA Broadband Stats - DSL and CM from Cahners elmatador- Kind of hard to argue the death of DSL when you look over these stats. Maybe you should change the theme to 'death of CLECs' instead? Or are you of the opinion if/when CLECs die, so does DSL? Scroll down to bottom of web page url below for up-to-date stats(Q300). IMO the figures are on the low side as they do not include ALL the players in the cableco and telco game that offer CM or DSL service. The forecast for DSL and CM subs by year end 2000 pretty much target 5,000,000 total. Something like 3,000,000 CM subs and 2,000,000 DSL subs. If this holds---44,000 CM installs per week and 23,000 DSL installs per week, it appears the results will be light on the DSL side, and heavy on the CM side. Especially consider all the problems the CLECs are having. It's pretty certain DSL will come in light of forecasts. But so far, CM seems to be hanging in there(knock on wood). broadbandweek.com -MikeM(From Florida) CM -cable modem DSL -digital subscriber line CLEC -competitive local exchange carrier