Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Doug who wrote (23524)	5/15/1998 2:14:00 PM
From: Bosco	Read Replies (2) \| Respond to of 36349

Dear Doug - hard to say. Traditionally, HDSL is viewed as a cheap substitute for T1. There has been a lot of deployment in the commercial setting. ADSL and RADSL, and to a lesser extent, IDSL and SDSL, which I would group - not necessarily industry accepted grouping - as xDSL, are supposed to be both commercial and residential. Within ADSL, there are at least two main competing technologies, AMATI [now TI] and WSTL. From the investor POV, there are too many players and too many competing technologies for a market yet to be defined. WSTL was hot for awhile then it is not. AMATI was seen to be left to die and got resurrected. So, one should be careful in buying into the xDSL phenomenon. However, sooner or later, the last mile problem must be resolved if the technology revolution is to advance to the next level. The good thing is that with so many CLECs trying to invade the traditional RBOCs, the latter cannot behave like what they did to ISDN. For instance, I am holding a little bit of DSTR who is going to install RADSL infrastructure for Teleport in NYC. Having said that, it is still a hi risk situation. Sticking to PAIR or ADTN will allow the investor a revenue base to judge. Actually, I ve also bet a little in other emerging technologies and way underwater Conclusion? IMHO, noone - and that includes the pundits - knows where we are heading. Sorry to confuse you more <g> rgds Bosco