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Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?


To: Herschel Rubin who wrote (3345)4/17/1998 12:48:00 PM
From: Scrapps  Read Replies (4) | Respond to of 9236
 
Here is something more on BRCM. It is an indicator to watch...as you point out.

exchange2000.com

Herschel Said:

"Sounds like AWARE's business model, but on the cable side. LOOK AT THE INTEREST IN THIS ONE! Don't these investors realize that cable modems are going to die a slow death just like BETA vs VHS in the VCR market!! ADSL will kill cable modems. "

You are welcome to your opinion of course, however, the likes of Bill Gates, Paul Allen and more don't share it. There will be many ways we will get these services...cable will be one of them for sure. Don't forget cable is a means to by-pass the RBOCs...and it is many times faster than DSL Lite.



To: Herschel Rubin who wrote (3345)4/17/1998 6:05:00 PM
From: Drake  Respond to of 9236
 
Please list the reasons you believe ADSL will kill cable modems?



To: Herschel Rubin who wrote (3345)4/17/1998 10:06:00 PM
From: Suresh  Respond to of 9236
 
Hi Herschel,

DSL may rule the world. But, it won't happen until the RBOC's have decent price structure for the service. In our area cable is offered for $40/month Vs. $160 for 364K ADSL. It might be okay for business users but for most home users it is expensive. I would say ADSL would explode when the price drops to $40 range but I don't see that happening anytime soon.

Regards,

Suresh