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Technology Stocks : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: Eduardo Fisher who wrote (1730)	1/20/1998 8:56:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

Hi Eduardo: If RBOCs deploy ADSL by the end of this year, this will be one year too late. Because its rate is limited to around 2 Mb/sec, ADSL is in essence a transitional technology, between ISDN and cable modems/LMDS which allow speeds of up to 40Mb/sec. Also, cable modems/LMDS will have much higher rates for the uplink than ADSL. ADSL companies were really hoping that massive deployments would start this year. Because of delays, they are all running out of money. AMTX was the first one to run short of cash, which is why they had to sell out to TXN. Also, the company with the truly innovative technology was AMTX, which developed the DMT modulation scheme. AWRE added a new twist to it, which is why they had a big run today. However, all x-DSL stocks tend to cycle up and down. Right now, AWRE is up, WSTL and PAIR are down. IMHO, PAIR is a much better company than AWRE. Best regards, Bernard Levy