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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dan Ross who wrote (432)	1/8/1998 5:03:00 PM
From: Peter V	Read Replies (1) \| Respond to of 18691

Dan, who are the players in ADSL? Westell? Sprint? I assume one needs an ADSL modem for this service. Who makes (will make) those or their proprietary components? Thanks

To: Dan Ross who wrote (432)	1/8/1998 5:04:00 PM
From: jan_mike	Respond to of 18691

Dan - I bagged my free ISDN installation, because of the ADSL technology rumors. At that time we were thinking first quarter. Anyway, since ISDN cost more to provide than it generates in revenue, I figured I'd be hosed if I went for it. I am pretty remote, and think I may be central-office-challenged for either. Sam's club still sells 28.8 modems for $120. Who's buying? Interesting analysis - thanks, Mike

To: Dan Ross who wrote (432)	1/8/1998 5:09:00 PM
From: Lazlo Pierce	Respond to of 18691

Dan, I also read that the new voice recognition software that is hitting the market, works tons better on at least a 266 PII. That will cause a lot of businesses and others to upgrade, not to mention teleconferencing. One day. Dave

To: Dan Ross who wrote (432)	1/8/1998 5:13:00 PM
From: Michael Berkel	Read Replies (1) \| Respond to of 18691

Dan, could you please mention some company names involved in this process, who will gonna print money here? <<The rollout of adsl lite>> Ooops..Lucent perhaps? Who owns major marketshare of these modems? Is there much competition going on? Thankx for some further elaboration Michael B.