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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE! -- Ignore unavailable to you. Want to Upgrade?


To: Daniel Miller who wrote (28053)2/22/1998 12:37:00 PM
From: Kashish King  Read Replies (3) | Respond to of 33268
 
Why dont they focus on home users? I think they can make alot of money that way. I know that I would rather buy that program for my house for alot of money rather then paying for a phone line per month. It all adds up.

Daniel, I would not be investing in this stock if I were you. Just a personal hunch about your level of understanding of this product: approximately zero. I see the robot did his job well where you're concerned. Look, I don't know a darn think about biotechnology companies, among many other groups I know nothing about, and that's why I don't trade them. It's not a sign of bad character to be totally in the dark about a particular industry; but you probably should not be investing in those industries. Either get a mutual fund or invest in those areas which you consider to be areas of your own expertise. Having said that, it's OK to gamble a little but realize that you are making a blind bet here.



To: Daniel Miller who wrote (28053)2/22/1998 1:52:00 PM
From: Marshall  Read Replies (1) | Respond to of 33268
 
Dan - the company has an implementation designed for ISPs but is just now getting out and talking to them about it. I'm unsure of the specifics in this at the present but I can see it as being at least two possibilities.

1) ISP buys or leases BT servers (or perhaps special cards that will adapt to their      existing RAS racks) then sells or leases the client cards and the services.

2) ISP buys or leases BT servers (or perhaps special cards that will adapt to their      existing RAS racks) and a "software client" program is used. If a software client      were available then anyone with a reasonably fast Pentium machine could take      advantage of the technology with his current modem.



To: Daniel Miller who wrote (28053)2/22/1998 3:58:00 PM
From: Jonathan Quick  Read Replies (2) | Respond to of 33268
 
Dan,

Most home users don't have their own phone network or a private LAN, both of which are required for BT to have any real utility.

More importantly, BT remains a bandwidth constrained device. RACE is still waiting to implement 56k when the rest of the industry is looking at 1-1.5 Mbps through DSL.lite.

What Marshall isn't telling you is that all of the giants in the industry are now backing xDSL technologies that make BT look like an even bigger slug in terms of performance. Even the telcos have aggressively joined the DSL bandwagon. It might be worth your while to take a look at the press release I've attached below.

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News Release

CONTACT: Ian Bain, Lois Paul & Partners, 650-286-3841, ian_bain@lpp.com

PC, TELECOM, AND NETWORKING INDUSTRY LEADERS UNITE TO DELIVER ULTRA-FAST INTERNET ACCESS TO THE HOME

Compaq, Intel and Microsoft Join with Ameritech, Bell Atlantic, BellSouth, GTE, SBC Communications, Sprint and U S WEST with current support from 3Com Corporation, Alcatel, Analog Devices, Ariel Corporation, Aware, Bell Canada, Cirrus Logic, Cisco Systems, Copper Mountain Networks, Covad Communications, DSC Communications, Ericsson Telecom AB, Globespan Semiconductor, Lucent Technologies, MCI, Netspeed, Inc., Nortel (Northern Telecom), Orckit Communications, PairGain Technologies, Paradyne, Rockwell Semiconductor Systems, Siemens, Texas Instruments, Tut Systems, Inc. and Westell Technologies to Accelerate Mass Deployment of 'Universal' ADSL Service

WASHINGTON, D.C. -- January 26, 1998
The leading companies in the personal computer, telecommunications, and networking industries today announced the "Universal" Asymmetric Digital Subscriber Line (ADSL) Working Group aimed at accelerating the adoption and availability of high-speed digital Internet access for the mass market. The goal of the Universal ADSL Working Group is to propose a simplified version of ADSL which will deliver to consumers high-speed modem communications over existing phone lines based on an open, interoperable International Telecommunication Union (ITU) standard.

By reducing the complexity of the on-site installation and eliminating the need for new wiring at the user's home, Universal ADSL will make it possible to more cost-effectively increase bandwidth for the consumer up to 25 times the speed of the current highest-speed analog modem technology. With the ability to deliver "always-on" Internet access at higher speeds, ADSL dramatically improves consumers' Internet experience, allowing content developers to enhance their web sites with more natural media-rich technologies such as CD-quality audio and high-quality video. Universal ADSL will also be compatible with and complementary to current higher speed (full-rate ADSL) deployments by telecommunications companies.

The Universal ADSL Working Group (UAWG) is led by PC industry leaders Compaq, Intel and Microsoft, and telecommunications leaders Ameritech, Bell Atlantic, BellSouth, GTE, SBC Communications, Sprint and U S WEST, and supported to date by 3Com Corporation, Alcatel, Analog Devices, Ariel Corporation, Aware, Bell Canada, Cirrus Logic, Cisco Systems, Copper Mountain Networks, Covad Communications, DSC Communications, Ericsson Telecom AB, Globespan Semiconductor, Lucent Technologies, MCI, Netspeed, Nortel (Northern Telecom), Orckit, PairGain Technologies, Paradyne, Rockwell Semiconductor Systems, Siemens, Texas Instruments, Tut Systems, Inc. and Westell Technologies. Other participants are encouraged to support the working group. The UAWG will work to deliver an open, interoperable specification for consideration by the ITU in 1998 for worldwide deployment. Full-rate ADSL rollouts are already underway by several service providers, with the expectation that the Universal version will enable wider expansion within the consumer market.

"With PC, networking, and telecommunications industry leaders joining together, we have a powerful alliance to propose to the ITU a broad-based specification for high-speed network access," said John Cahill, Executive Director at BellSouth and Co-Chair of the UAWG. "This represents a major evolution of the Internet to become an essential source of consumer information, entertainment and commerce."

"Universal ADSL's interoperability will help service providers in addressing consumer data services markets," said Beth Gage, senior broadband consultant at TeleChoice. "We expect PC companies to begin packaging these new modems in consumer and small business PCs over the next two years."

About Universal ADSL

The goal of the Universal ADSL specification work is to contribute an interoperable extension of the ANSI standard T1.413 ADSL, which will be proposed through the ITU standardization process to gain global acceptance and leverage current deployment of T1.413-based equipment by telecommunications carriers around the world. The UAWG will work to drive the interoperability of devices by sharing the working group's contributions widely and act as a forum for resolving intellectual property issues. There are several advantages to Universal ADSL, including:

Universal, Single Standard: If adopted by the ITU, this common specification supported by the personal computer, networking, and telecommunications industries will enable more rapid nationwide and global deployment of high-speed Internet access. In addition, the integration of the technology to cost-effective silicon devices is expected, thereby reducing costs of Universal ADSL equipment. Once approved, the rapid deployment of a single standard will increase the installed base of consumers accessing this service, thereby lowering costs of high-speed Internet products.

Simple Plug and Play: Universal ADSL will significantly reduce additional device requirements to be installed outside the home and helps to eliminate the need for special installation services or for additional wiring inside the home. This effort will enable PC vendors to integrate this technology in the future. In addition, simplified software setup of Universal ADSL communications will be included in future versions of Microsoft Windows. This results in ensuring simple plug and play access for consumers to high-speed communication services.

Performance: Universal ADSL technology delivers high-speed PC-based communications over standard telephone lines at speeds up to 25 times faster than today's fastest analog modems.

"Always On": A significant benefit of ADSL is that it is "always on," allowing continuous usage. Consumers can now avoid time-consuming connection procedures and busy signals and benefit from new services available from an "always on" connection. With "always on" connectivity the Internet can become an integral part of a consumer's daily life and facilitate an enriched Web lifestyle

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If you check techweb.com
you'll find that a standard will be set in October, well before Marshall's phony 2001 guestimate.

Finally, Rod is correct in pointing out that there are numerous alternatives available which provide roughly the same level of functionality, some of which are significantly cheaper software-only solutions.

Jonathan