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

To: pass pass who wrote (29814)	1/9/1998 1:01:00 PM
From: James A. Shankland	Read Replies (1) \| Respond to of 61433

HDSL1(2) targets the corporate market. It's basically a cheap T1, which more and more mid to small companies are using, telcos love it to death. Lots of the telcos don't love it to death; they're making piles of money on T1's, and are scared to death those fat profits will evaporate. xDSL is important, long term, but remember that it's only a technology from the endpoint to the CO (the local loop). Consider a company with a T1 to the Internet. Here in the Bay Area, the monthly costs could break down something like this: T1 local loop: 175 Mileage to ISP: 300 ISP's charge for T1 Internet access: 1700 The only component affected by xDSL is the first one. xDSL's real promise for the telcos is to take over Internet service. These two ships (Internet service and telephony) are colliding. ISP's will either partner with telcos, get bought by telcos, become telcos, or disappear. The saving grace for independent ISPs is that telcos are slow, stodgy, and lumbering; there's a real opportunity for ISPs to give the telcos dancing lessons.