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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Bradley W. Price who wrote (15247)	3/19/1998 1:23:00 AM
From: Bradley W. Price	Respond to of 29386

More on FC future: notice stuff on caching. bp To: Teknvstr (867 ) From: SteveG Wednesday, Mar 18 1998 2:23AM EST Reply # of 876 Typical Sidgmore petal to the metal evangelism.... and I think he's right! (I own WCOM in low 30s) Also owned QWST from the offering and aftermarket, in hindsight trading out too soon (30s). Their pipes are currently 3/4 dark. But they KNOW that there is NO endless bandwidth fountain, DWDM or not. Local caching is an essential component to the net buildout, and Sidgmore devoted several minutes to it's importance in his luncheon talk. Milo Medin (@Home's crankin CTO) and Nachio agreed. Skycaching as a complete replacement for backbone was Rickard hyperbole, (especially since interactivity can't be cached) so it seems we agree. Re: Covad Ask them about their take rate (not their oft quoted "pass-rate") and the competitveness of their price structure, and how their ILEC OSS service and customer satisfaction is going (ie., what their drop rate is). Also, ask them about RBOC dry pair compliance when a T1/E1 is in the bundle, or when provisioning is through a DLC. And ask them about the problems with line quality and impedance (load) coils in the loop, and of interference in the CPE rat's nest. And then ask them about their business model into 2000 when ILECs will have started their own deployments. Many will learn, there is simply NO SUBSTITUTE for owning your own facilities. <..COVAD goes public...I'll betcha they are HOT!!...> Probably, but we know THAT game <g>, and they better come quick and hope nobody listens past "bandwidth" and "clec"... (ask the above at the teach in). And BAY's probably gonna sting datacom and tech in general some more tomorrow.... and Jabil won't help. Asia is STILL in our face - and likely WILL be for another quarter or so. (Hi to GS) Steve