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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Jack Whitley who wrote (18327)	11/3/1997 9:17:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 42771

Lindner leans strongly to little known stocks: Charming Shoppes (Nasdaq:CHRS) women's specialty stories, LASMO (NYSE:LSO) oil and gas, Novell (Nasdaq:NOVL) networking software, Old Republic International (NYSE:ORI) insurance, and Alliant Techsystems (NYSE:ATK) munitions. biz.yahoo.com

To: Jack Whitley who wrote (18327)	11/5/1997 9:21:00 AM
From: SteveG	Read Replies (1) \| Respond to of 42771

<.. so adding even a few seconds per call due to latency wipes out (and then some) any cost savings remote agents might bring. xDSL was something I wanted to know more about, along with other technologies...> Even though to get the kind of data throughput over the net requires major backbone upgrades (average throughput of 40kbps), ADSL will invariably save you your 'couple of seconds per datacall' just from local loop increases. <..I think the post you refer to was me trying to make the point that I didn't see xDSL becoming pervasive due to technical limitations in the typical POTS wire currently out there, mainly, the splices in the copper cause real problems with the bandwidth multiplying xDSL multiplexing routines...> While I agree that both bridge taps and load coils will be a stickly problem, a number of trials in the US have given surprisingly good results. I don't know how pervasive ADSL due to the line problems, but where it works, it'll be a plus to those willing to pay for the faster local loop connection. <.. xDSL promised a relatively cheap, major increase in bandwidth on plain, EXISTING POTS, with none of the ISDN BRI configuration hassles and none of the T-1 access charges...> Well, it'll be cheaper than either of these, and MAY be less hassle to install (depending on modem type used and things like whether a lifeline voice splitter is needed. <.. If clean wire has to be pulled for xDSL to work, it would take years for it to be widely available, because the "last mile" POTS to the home has been "frogged" to death (per contacts at two telcos, including BellSouth)...> Various linecodes address some of the "dirty" characteristics of the copper, but some will be insurmountable impediments. Bellsouth (part of JPC) began trials in Birmingham, AL recently. Keep an eye on bellsouth.com <..I think I also indicated that I thought that companies like Ciena would ultimately point people away from xDSL anyway. Ciena (IPO this year) has developed techonolgy to multiplex light in existing fiber backbones to increase bandwidth times 40. Someone replied here and asked if in referencing this I was referring to "fiber to the home". The answer (very late) is no...> CIEN/LU/ALA and Pirelli all have WDM products (with CIEN currently outfront). WDM is used to increase the bandwidth of existing BACKBONE fiber (currently 16x). This will COMPLEMENT ADSL, not COMPETE in any way. <..What companies like Ciena will drive is the ongoing move to a really high capacity data network nationwide, with voice being moved off the current switched voice network to IP. I have seen 2 pieces of research that predict that in less than 5 years this data network will be in place and that the entire voice traffic of the US will amount to 1% of total traffic on the data network...> Of course, this will INCLUDE ADSL. Considering VOIP, you might also enjoy: economist.com <..Worldcom is starting to look really smart if this is actually happens. What happens in the last mile to the home? I don't know, but it does look like the players are moving away from trying to cram or jackleg data and voice simultaneously into the current switched voice network...> If by switched network, you mean copper (which is what ADSL uses) I disagree. If you mean there will be more buildout of AIN data switches, no argument here. I know teledot. Thanks for www.spp.umich.edu/telecom/technical-info.html . I didn't get it to link, but will try again later. Regards- Steve