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 : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: JMD who wrote (3577)	6/2/1998 4:46:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

Dear Mike; As a clarification, the ADSL service rolled out by Pacific Bell (SBC) will cost a lot more than $50 per month, except for fairly low bit rates. Installation costs are also pure robbery. There was an article in Silicon Valley Tech Week which contrasted Pac Bell's rates to the rates charged by US West and Ameritech, showing they were more than twice as large. See also Fred Dawson's take in multichannel.com If all RBOCs roll-out x-DSL services with the same business acumen as SBC, x-DSL does not stand a chance. In addition to x-DSL and satellite wireless, cable modems are highly effective in areas with a 2-way activated HFC plant. Fixed broadband wireless in the 24GHz (TGNT), 38 GHZ (WCII) and 28GHz bands (LMDS service providers) is also a highly competitive option, particularly for business users. Best regards, Bernard Levy

To: JMD who wrote (3577)	6/2/1998 6:30:00 PM
From: Dragonfly	Read Replies (1) \| Respond to of 10852

I agree, there's some formidable obsticals in the last mile and formidable people are trying to tackle them. If the RBOCs had shown an ability to move quickly and take this seriously, I would be less bullish on sats for this solution. But, like cable companies they seem mired in the perspective that comes when your customers can't switch to another provider and you can charge as much as you want. I would be surprised if one of those technologies (xdsl, cable) did not become a good competitor to sats, but given the economics it looks to me like sats are the better bet-- and then you get huge areas of service, virtually unlimited bandwidth potential (there is a finite limit to the bandwidth over cable or xdsl) etc. I don't mean to imply this is a slam dunk, though. Dragonfly