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Technology Stocks : PairGain Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Bill who wrote (23369)	5/4/1998 12:10:00 PM
From: David Nelson	Read Replies (1) \| Respond to of 36349

It will be interesting to see who AOL's (primarily WCOM) business partners choose for their primary DLS supplier. They have already announced DSL trials. They would likely look right over PAIR in favor of Lucent, though, IMHO, although I hope not. ATHM has also made noises in the past about looking at DSL in certain areas, as well. I'll try to find the URL. What makes me nervous about DSL is that there are so many players, that there is no certainty that PAIR will be a player when the dust settles. --DAVE

To: Bill who wrote (23369)	5/4/1998 9:20:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 36349

Bill, >>the theory is this: if I can get 1 mbps at home, why can't I in my office?> Usually, it's the other way around, with the bleeding edge being felt by industry when it comes to high speed, expensive circuits, but I can see this happening, especially if it is priced right for consumers. >>Don't know any that offer DSL service. Why would/should they???<< I see your point, but while it may seem blasphemous for cablecos to use TP and xDSL, it once seemed equally heretical for the LECs to use coax and HFC. But they did. Some MSOs and larger independents have assumed the personalities of CLECs, eve if only in some hybrid contorted way. Where there is little hope for some of them to capitalize on the return path in an economical and practical way (on some of the older systems that are otherwise still suitable for video), they selling (or should I say, reselling) Type-2 copper loops (unbundled copper) for POTS. These are in turn connected to their own Class 5 switches. One example of this is Time Warner's Axs subsidiary in NY which has a 5 E ESS in their Home Box Office building. Where they do not go to a subscriber directly, they use Telco pairs. From their 5E they connect ot tandems and IXC POPs. They are also doing this in Rochester and elsewhere. And there are a slew of others who will come to mind if I strain hard enough. A while back I read that one of them was contemplating the use of xDSL as well... which is why I asked. I think it was on the SCTE List that I read this. And it makes sense, except that it probably violates some profound religious construct of the Cable Industry to use twisted pair copper. <g> Another reason, and this is probably a better one, is that through the use of high-capacity coax or fiber, cable cos are in an excellent position to install remote DSLAMs a la FTTC, or FTTB in campus situations and high-risers, and back-haul the aggregate dsl feeds to their head ends. This would work out especially well where there is no corresponding TV feed in place. This is the essence of what NextLevel and some of the others are doing with some of their last 1500' variants that employ twisted pair into the residence or business, and they are calling it VDSL. Regards, Frank Coluccio