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


To: jach who wrote (34919)2/15/1998 1:42:00 PM
From: Glenn D. Rudolph  Respond to of 61433
 
considering the fact that T1 (1.54 Mbits/sec) such as frame relay, low-speed ATM costs
around thousands of $$ per month range for bisiness; so, if this really can go into
real-life with the substained throughput for business environment, will be interesting as
there will be no room for profit for SPs, telcos, RBOCs, .. and probably won't have
much incentives for them to buy network equipments either.


jach,

Since the limitation is not the business market, I believe the economy of scale will make it profitable.

Glenn



To: jach who wrote (34919)2/15/1998 2:26:00 PM
From: blankmind  Respond to of 61433
 
considering the fact that T1 (1.54 Mbits/sec) such as frame relay, low-speed ATM costs around thousands of $$ per month range for bisiness; so, if this really can go into real-life with the substained throughput for business environment, will be interesting as there will be no room for profit for SPs, telcos, RBOCs, .. and probably won't have much incentives for them to buy network equipments either. - jach

when you consider how many people currently have t1, to how many people would purchase dsl technology. when you can sell in such quantity, you can actually make more money and profit from a quantity of sales, although at a lesser price, the paradigm shifts. how many more pc's are sold as the price drops? the market becomes greater, and although profit per pc is less, the quantity sold offsets the lower margin per pc.

the same with dsl, they have developed types of dsl (splitterless)that will work on the current copper wires to your home, as a regular 28 or 56k modem does today. the telcos can charge more for the service, and thus increase profits.



To: jach who wrote (34919)2/15/1998 4:14:00 PM
From: pat mudge  Respond to of 61433
 
[DSL consortium PR]

A bit more current is Intel's press release announcing the consortium:

intel.com

And the website of the working group:
uawg.org

Membership:
uawg.org

I'm not sure why Ascend hasn't joined. I would certainly expect them to be there at some point.

Pat