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 : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (3632)	7/15/2001 10:14:43 PM
From: J Fieb	Read Replies (2) \| Respond to of 4808

Plea to Piper Jaffray, when the INTC $$ that Kumar made you grows cold ask what he has done right lately. He made you a dime and cost you some $. It might be best that you fire Kumar in the long run. He is making you guys look stupid........rhymes with FUBAR. It is better to try and read the tea leaves of the future than to think that you can shape the future by your utterances; Gilder and Kumar are in the same boat here. Past preformance is no guarantee of future results? Even the definition of FUBAR is open to interpretation.... computeruser.com Fouled? Fowled? Not in the times we live in.

To: Gus who wrote (3632)	7/16/2001 9:00:12 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 4808

<<As you recall, Westell was pushing a competing xDSL technology (CAP) as the de facto standard over Amati's DMT as the de jure standard>> I remembered it well. It was analog vs digital. Digital (DMT) had the technological advantage. However, CAP proponents said it was good enough for home use and actually landed some early contracts. CLECs are still dragging their feet if you ask me in implementing xDSL. We were looking for fiber to the curb back in 1996 in a couple of years. Here we are, 2001, where are they? For locations that are out of range (1.5 miles?), CLECs have no intentions to upgrade them. I guess the cost is just too much to make it worthwhile. DSL providers are small resellers which are going down like fireflies. One of these days someone will emerge to reap the benefits of all these enabling technologies. The question is, who?