Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PairGain Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Jay Mowery who wrote (19753)	1/30/1998 6:59:00 AM
From: ENOTS	Read Replies (1) \| Respond to of 36349

Damm Jay, do you sleep, or just jazz that keyboard all day and night? I slept like a log for 7 hours, I turn the market off and on like a radio, It will eat your lunch if you dwell on it so much, I remember the first stock I bought, at age 24 or so(42 years ago) I borrowed 250.00 and put my savings with it and bought 25 shares of Finical Corp of America, it went down a qtr that day, I slept not one min, all night~!Just have gotten used to it over the years, I take several thousand up or down days with a ho humm, It is only money! Take care of your Health, that is the real wealth!!!!!!! Nice to have money tho hahahah have a good day today, I look for a small advance today, and as I said a slow and steady fire is good... I guessed the ER to the penny....19cents...I enjoy your posts you are dedicated, and humorous. keep it up...enots

To: Jay Mowery who wrote (19753)	1/30/1998 8:32:00 AM
From: Henk Kruisbrink	Respond to of 36349

Jay and all, Consolidation and the my view of 1998 About the consolidation thing (USWG), I made from the list I've posted yesterday a numerical list: Type number %representation ------------------------------------- Telco's 9 25% Chipset mfg's 6 16.67% xDSL mfg's 13 36.11% OEM's 8 22.22% So I think that Pureball is right, we have 13 xDSL mfg's (companies who make and design their own xDSL equipment, with or without technology licenced) and 8 OEM's (companies who buy the goods from the xDSL mfg's and rebrand them), it's maybe too many. Harris is not included in this, but they also make at least for 2 of the xDSL mfg's the chipsets (Pairgain and Orckit). I'am also missing Ascend and ACC in the list, but I didn't bother to look at their website to see their vision. At the moment we see 9 Telco's, who are the buyers, and 13 xDSL mfg's who supply the buyers. The OEM's will have the hardest time, because they have the lowest marging, however most of the OEM's are the big guys, who are waiting to see how the market develops, and than close in for a takeover. So there are more suppliers than buyers. Let's assume that all the OEM's takeover 1 of the xDSL mfg's, that leaves 13-8 = 5 original xDSL mfg's, but still 13 suppliers against 9 buyers. This is stiff competition. (I did not include all the other xDSL mgf's and OEM's that didn't join the UAWG). Just thinking that xDSL will take off this year now that the big boys are getting into the play, they see the big money. Remember that companies like Cisco/3Com/Bay want to have total end-to-end solutions, not just the xDSL part. Traditional Telco oriented companies like Northern Telecom/Ericsson/Alcatel/siemens like the xDSL part, and OEM the rest for the end-to-end solution. Lucent is an exception, I have the feeling (yes, My-Humble-Opinion) that their goal is to become another networking company (like Cisco/3Com/Bay)with strong bond with the Telco's (hence their background of AT&T). The telco's have to compete against the cable guy, and the Ecommerce is screaming for high speed internet connections, without wanting to pay an T1/E1 fare. I hope this post is a result of clear thinking without a hype. HK