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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: joe who wrote (18961)7/10/1998 2:44:00 PM
From: Steve Porter  Respond to of 45548
 
joe,

I thought the phone lines were single wire copper (I'm still
getting up to speed on some of these things, so bear with
me), but I guess they've upgraded to the next step which
is twisted pair copper...is this correct?


That is my understanding of it anyway... I could be wrong myself...

Some of the reservations I have about AT&T's plans are:

1) Cable wire may be supplanted by fiber to the door.

2) AT&T will still need to spend a lot of money to upgrade
the Cable networks. For one thing, they've got to make it
from one way communication to two ways. Why not spend all
those $$ and go directly with fiber?


Joe it is my understanding that TCI has already spent a good deal of the money that will be required to get the network data ready. It's pretty much just the implementation. In addition this give AT&T an "in" to the local calling buisness. That is the _real_ plus of this deal for at&t (although irrelevant for us COMS holders ;-))

Steve