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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?


To: Paul Kitzerow who wrote (722)3/13/2001 2:19:44 PM
From: pat mudge  Read Replies (1) | Respond to of 3294
 
Paul --

Thanks for the excellent report "from the field." Do you supply other DSL providers? If so, could ALA be losing business to a competitor or do you think the carriers are stopping roll-outs for the time being?

Alcatel was the early leader but could they be losing market share to one of their European competitors? I know Siemens is quietly encroaching into this space.

Welcome any information you can provide.

Pat



To: Paul Kitzerow who wrote (722)3/13/2001 5:26:49 PM
From: BDR  Read Replies (1) | Respond to of 3294
 
Re: DSL

I paid $19.95 a month to Qwest for 256K DSL when I first got it nearly two years ago. About six months ago they upgraded me to about 750K service at no additional charge. No word yet about any price hikes locally (Phoenix metro).



To: Paul Kitzerow who wrote (722)3/14/2001 12:18:03 AM
From: pass pass  Respond to of 3294
 
That explains why the largest DSL chipmaker GSPN is so strong (relatively) so far. Its chart has formed a pretty solid base.

Talking about bandwidth. I have been thinking about the difference between oil and bandwidth, which will be a commodity soon. When bandwidth becomes commodity, does that make the telecom equipment vendors low tech or high tech? Will there be an oversupply of bandwidth someday?