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

To: Gary Korn who wrote (37702)	3/5/1998 2:02:00 AM
From: Sowbug	Read Replies (1) \| Respond to of 61433

Beyond what we already have (and cannot download fast enough), killer apps (video on demand, videoconferencing) are just begging to be deployed. They are extremely doable with existing processing power and they work great within a LAN. But go to the WAN, and forget it (at least on a cost efficient basis). Even though the processing power exists, the bandwidth link between remote sites is absent. And it is the absence of a sufficient link that is becoming more obvious every day. Gary, please come over to the ATHM thread and contribute. I'm worried that xDSL connections will take over and eliminate cable modems, and I'm trying to identify new capabilities that cable modems give you that xDSL doesn't. Nobody's very helpful on that thread. What I'm looking for is to fill in the blank: "Mom, I think you should go for a cable modem instead of ADSL because otherwise you won't be able to ________." If the blank is something that won't appear for five years anyway, then an investment in ATHM is dead money, but if it's technology we have now that's just waiting to be deployed, then I think cable (& thus ATHM) will succeed.

To: Gary Korn who wrote (37702)	3/5/1998 2:32:00 AM
From: djane	Read Replies (1) \| Respond to of 61433

Hey, just a random, pissed off thought. Wasn't MSFT supposed to release Windows 97 (oops, 98, there's no monopolistic lazy behavior going on there, uh huh) in Summer 1997, then Fall 1997 and now Spring 1998 (well, we really meant Summer 1998)? Wouldn't the greater RAM needs and added functionality from Windows 97 (oops, I mean 98) have created much greater consumer and business demand for INTC processors? And, why don't the RBOCs stop the DSL "trials" for the last umpteenth years and actually spend some serious money? Oh, I forgot, another lazy regulated monopolist at work. I love the "free" market at work. Isn't increased bandwidth the only way to have a chance of getting rid of the MSFT monopoly and their maddening delays and vaporware? If there were enough bandwidth, could we bypass Windows and go direct to get the programs we want? Should we ultimately blame MSFT for this latest debacle? djane (I want my bandwidth and I want it now)