SI
SI
discoversearch

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 : C-Cube -- Ignore unavailable to you. Want to Upgrade?


To: Stoctrash who wrote (28960)1/30/1998 3:59:00 PM
From: BillyG  Read Replies (2) | Respond to of 50808
 
Cable modems, DSLs continue to vie for home access

By Craig Matsumoto

SANTA CLARA, Calif. -- With a clear winner yet to emerge in the
broadband-access battle, proponents of digital-subscriber-line services
(DSLs) and of cable modems have respectively been pitching the superiority
of the technologies for providing high-speed data connectivity to the home.
At "Broadband Residential Access: When, How, and for What?," a
DesignCon98 panel, both sides stated their case and agreed that, for the
short term, DSLs and cable modems can split the available market.

Asymmetric DSL, which allows the downloading of data at 8Mbits/second
and uploading at 640 kbits/s, was a promising technology five years ago, but
regional telephone companies have been slow to deploy it. That's left an
opening that cable TV companies have exploited with a "cowboy" mentality,
said panelist Gary Law, vice president of marketing of Terayon Corp. In
contrast to the deliberate moves of the telcos, cable companies dove into the
deployment of cable modems and have been honing the service continually.

But the DSL side got a boost earlier this week when Intel Corp., Compaq
Computer Corp. and Microsoft Corp. jointly announced support for
"splitterless" ADSL standards. "It was just diverging. There were so many
companies promising so much," said Dan Cordingley, a director of marketing
for Level One Communications Inc.

Cordingley was one of two participants representing the DSL camp on the
panel. The other was Michael Henderson, who heads DSL services
marketing for Rockwell Semiconductor Systems. Henderson extolled the
virtues of splitterless ADSL setups, which he said lower costs and simplify
installation by eliminating the in-home box that divides incoming signals
between data and voice. Splitterless ADSL downloads data at only 1 Mbit/s,
but that's about the current maximum for PC-Internet connections anyway,
Henderson said.

In addition, splitterless ADSL modems could be offered for about $200.
That cost is low enough to be a retail play. "What we'd like to see is another
modem, a 1-Mbit modem, go into your store," Henderson said.

As for the flavors of ADSL that are already being implemented, Henderson
declared carrierless amplitude/phase modulation (CAP) to be "dead and
buried." He also expressed doubts about DSL using 2B1Q line codes due to
their emphasis on symmetric services-wherein download and upload speeds
match. Henderson didn't see symmetric services becoming an immediate
factor in home use. Cordingley, on the other hand, advocated a need for
symmetric home access in some cases.

"Do you want to use [all that bandwidth] for one application?" he said. "You
probably would like some symmetry for videoconferencing, for
telecommuting." As evidence, he pointed out that ADSL work is leaning
toward symmetrical service-the initial ADSL has a 10-1 download-to-upload
bandwidth ratio, while G.Lite specifications drop the ratio to 2-1, he said.
For applications needing that robustness, Cordingley suggested options such
as high-bit-rate DSL and HDSL-2.

Customers waiting for high-bandwidth services are in the minority, but they're
anxious for service right away. "What people care about, and who gets the
business in the short term, is [determined by] who gets there first," Terayon's
Law said. In the long run, issues such as the quality of each service will come
into play.

Both DSLs and cable modems play off existing infrastructures-telephone lines
or cable TV-and panelists conceded that the current market for
high-bandwidth service is tiny. But each has a chance to make its mark fairly
quickly with early adopters, panelists said. "Both are able to coexist, so I
think they will end up serving different marketplaces over time," Law said.

Closing the panel's comments, however, professor emeritus Martin Graham
of the University of California noted that these high-speed services won't
completely live up to their hype. Because testing is being done in labs, and
not on the copper and coaxial lines in the real world, Graham predicted that
factors such as impulse noise and nearby radio stations will dilute the
available bandwidth.

"I'd expect that when all this stuff is implemented, it won't work as well as
expected," he said. "I'm not sure that the testing is adequate."

Given that problem, Graham wondered aloud if consumers should have
recourse for high-bandwidth services that fail to provide high bandwidth.
"Maybe they ought to enact a 'Lemon Law' in the communications business,"
he quipped.



To: Stoctrash who wrote (28960)1/31/1998 9:45:00 AM
From: Carlo Colatosti  Read Replies (3) | Respond to of 50808
 
FredE, I called a couple of anaylsts a couple of days ago..Mike Gumport of Lehman Brothers left..the new analyst..I don't recall his name said that they are not covering C-Cube right now...I asked his opinon on CUBE..he said he couldn't because he does not have enough information...he barely knew of CUBE..I also spoke to Alex Brown...they had two analyst following CUBe one from the right coast Erika Klauer and Bruce Wallicek who left from the left coast..he was just replaced...their is a constant shuffle with these anaylst...very bummed to hear the rating and subsequent comments from Alex Brown..but they gave the same rating to a sleugh of Semis, including Intc, LSI and other's..I can't believe Cube's rev growth is only going to be 10% this year...with all the new developments, customer's and partnerships..Just at a valuation level CUBE should be a buy...still long and strong..but a little limp right now..I see little down side here...worse case scenario it's dead in the water...I don't think so..Does anyone know wht happened to Robbie's strong buy rating..can someone list ratings by analyst....CUBE will surpise...