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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1536)	7/7/1998 3:23:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

All, From my previous post, I find this paragraph significant, if not astounding... >>Paradyne Corp., a hardware partner to Supra, was a key supporter of the CLEC in the hearings, since Paradyne's HotWire DSL technology is being aimed at CLEC and Internet service providers using leased copper from incumbent local exchange carriers<< ...because it clearly places the equipment manufacturer at odds with the Bell Operating Companies. Could it be that the Alcatel deal, and others like it, have left the other DSL h/w companies feeling sour with the ILECs, as far as their prospects are concerned, and they are now favoring alternative service providers? Interesting. Regards, Frank C.

To: Frank A. Coluccio who wrote (1536)	7/8/1998 9:12:00 PM
From: Ray Jensen	Read Replies (2) \| Respond to of 12823

Frank, some more thoughts about CLEC collocation of DSL hardware in ILEC COs. I assume that Supra has done good homework on the BellSouth wire centers where they wish to offer DSL services via leased "dry copper" pairs. If I was going to launch such a new venture, I would want a large proportion of existing ILEC customers in those wire centers to be served directly from the CO by non-loaded copper pairs, i.e., not by derived copper pairs from digital loop carrier systems. However, that's contrary to BellSouth's assumed status, i.e., with one of the highest percentage of customers served by digital loop carrier facilities in the US. Today's conclusion is: DLC systems become bottlenecks to DSL services provided by CLECs over dry copper pairs in the local loop that are leased from ILECs. (sorry, too many acronyms here.) If a CLEC chooses carefully which wire centers to offer DSL via the Supra model, there are several higher density metro areas where non-loaded, non-DLC, copper loops under 15,000' are still the rule. In San Francisco and NYC, 90% or so of residential loops might fit the bill (there's usually no place to put a DLC system cabinet in those places!!). As you move to the suburbs, the percent of loops fed by digital loop carrier increases, making it tougher to sell the CLEC DSL service using a mass market approach. As I said before, this could be a thesis topic. Ray.