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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: George T. Santamaria who wrote (27990)	12/16/1997 10:42:00 AM
From: SMALL FRY	Respond to of 61433

>>>How do you think the cable operator will respond to overloaded situation?<<< Hopefully they will have the foresight to knock on ASND's door before that happens..... and, they should pre-announce, that way I can get in before my stock soars. SM

To: George T. Santamaria who wrote (27990)	12/16/1997 11:01:00 AM
From: jhild	Read Replies (2) \| Respond to of 61433

But looking at the economics of it I think the cable companies are in a much better position to deal with these cost issues as they have the benefit of cashflow from their cable business as well. I would bet that a typical cable bill of say 40/mo for tv content and 40/mo for internet access gives them many more opportunities for making a business than an ISP only getting 20/mo per customer. While I agree with you that fully loaded systems from cable operators are not yet tested, their cash flow will give them opportunities to throw more technology at their problems, than ISPs will have. I also think that ISDN is past prime time now. I have heard several discussions of xDSL offered in other parts of the country that seems more interesting than ISDN.

To: George T. Santamaria who wrote (27990)	12/16/1997 11:19:00 AM
From: pae	Read Replies (1) \| Respond to of 61433

re cable modems vs. shotgun In my area, suburban Pittsburgh PA, the Information Super-Highway is somewhat better than a rabbit trail perhaps the equivilent of a gravel road. Bell Atlantic prices ISDN (It Still Does Nothing - I like that!) abusively, and bellatlantic.net provides a local call POP but spotty service. Adelphia advertises "Powerlink" agressively but for 2 to 6 months said it would be available in 2 to 6 months - now it won't even hazard a guess as to actual availability. Customer service refers you to their web site which of couse contains zero useful information. And even if/when Adelphia truly offers Powerlink, I'm not sure I want it from them. Their customer support philosophy is "the customer is always wrong". And they want to send a technician out to spend HOURS installing their modem in my PC? I doubt Adelphia could find it's butt with both hands, I shudder to think of them trying to find a free IRC from BIOS don't even mention W95 Plug'n Play. If you tell customer support that the satellite tier tv channelset has stopped working and that the problem is definitely at their head-end, they send a snorkel truck to your house. If you are the first on your street to report cable out, they treat you like an idiot (is your tv plugged in?) until you have a neighbor call to confirm your problem report. Then there is the question as to whether Adelphia could successfully manage a growing network. Which brings in the poor balance sheet. The point is, I am seriously considering going with shotgun as soon as available even IF Adelphia actually rolls out their cable modem. A local ISP has a good technical rep, I'll probably switch to them when they offer shotgun. I would PREFER a cable modem ... but from the local ISP - but that is not an option. Here's to more bandwidth, sooner!