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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (15893)	6/7/1998 11:25:00 AM
From: drmorgan	Read Replies (2) \| Respond to of 22053

It is my belief that the time has come and gone for ISDN. The future battle will be between ADSL and Cable Modem Yeah once the other technologies infrastructure is in place ISDN will take a back seat. But keep in mind that DSL is not "dial up" access so you are locked in to your ISP. In some applications, like small offices ISDN may be a good option and the routers, T.A's etc. have really come down in price. For home users DSL or Cable are the way to go and in the case of DSL the phone company likes DSL because it uses existing copper and is easier (at least this is what I'm hearing from US West) to configure than ISDN. I have no idea when Cable will be in my area. Last I heard they were laying fiber but it is impossible to get any info from TCI/@Home on when they will roll it out. Hmmm, I'm just trying to figure out how to run the cable from where it comes in through my living room to my computer. I guess I would let the cable guy deal with it.

To: Moonray who wrote (15893)	6/7/1998 11:26:00 AM
From: E_K_S	Read Replies (1) \| Respond to of 22053

Than your for your quick reply. If we focus on the high end switches, specifically the 3Com's SuperStack II Switch 3000 10/100 device, where in the overall design would the cable company place these switches? Would they be installed at the Headend, the Regional Data Centers (RDCs), or at the Regional Network nodes? I was curious if any of the large cable companies have begun to invest in these switches and if 3COM has been successful in selling their products into this market segment. Both CSCO and Bay Networks are currently the major suppliers for these switches. Here is a list of the Network Partners for @Home (http://www.home.com/corp/partnerships.html). Perhaps the SuperStack II switch is 3Coms answer. The proof will be in the new orders from the large cable companies. Any idea as to what switches TCI is buying? EKS