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

To: chitchat who wrote (20229)	8/6/1998 3:27:00 AM
From: miklosh	Respond to of 45548

"Just get real in life and look at it from local loop companies perspective.In other words, the migration will be slow..." My local cable company (Videotron) is a monopoly for cable for the entire province of Quebec and has millions of customers. They informed me that anyone with access to cable tv, eg. virtually every human in Montreal with an address, can get cable modem service either now, or in the near future. This is precisely my local cable company's current plan of action, not my opinion. This sounds like "real life" to me.There is no slow migration, it's happening now. "Just taking 1 sample point or even 100's in 1 million installation and claiming good throughput is/willnot be acceptable to service company (RBOCS, CLEC)." Wrong. Try telling that to Videotron. They obviously disagree with you. Virtually everyone on this thread is aware that there are issues with electrical interference, line quality and what is true bandwidth, but in the real world, it is obviously not slowing down Videotron's rapid implementation. They have not hesitated one bit in spending $$$ upgrading their infrastructure. And if Videotron's course of action is any indication, other cable cos will be moving quicker than you anticipate. I think it is a mistake to underestimate the cable cos willingness to spend the big bucks sooner rather than later in order to avoid being left out. They want to entice as many customers as as possible by offering complete packages that include tv subscription, online service, and video telephony at substantial discounts to separate services. FWIW Videotron informed me that they will be offering video telephony as part of their service (they didn't say when). With regards to RBOC's I agree that the migration will be slower because they will be slower in upgrading, thier loss because the cable cos will have already scooped up customers who will be reluctant to switch over to yet another technology when adsl finally shows up.