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 : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Bill who wrote (4290)	9/29/1998 11:31:00 AM
From: Pirate	Read Replies (1) \| Respond to of 9236

I agree with the assumption that Europe (and Latin America?) will lag behind in the deployment of adsl.... they have always been a year or two behind in all new technology deployments. But - perhaps Latin America has an advantage in that they are currently upgrading old technology and can more easily implement adsl. Regarding provisioning of adsl to businesses by rbocs... Regional ISPs are chomping at the bit to provide this sevice to local businesses, whether the rbocs want to or not. It is a great differentiator and is why they are in business. Sure - RBOCs want to continue to sell T1 and frame, but regional ISPs are eating thier lunch by providing ISDN sevices now, and will provide adsl. Adsl will see wide scale deployment by local ISPs - it's cheaper than T1, and certainly fast enough. ISDN is a band-aid on dedicated connections and must be replaced by something - the rbocs cannot continue to allow 24x7 nailed up ISDN connections through their switches - it eats up too many resources. The key is whether the rbocs will cooperate in the deployment by allowing co-location of adsl services to regional isp IMHO

To: Bill who wrote (4290)	9/29/1998 12:26:00 PM
From: Scrapps	Read Replies (3) \| Respond to of 9236

"The infrastructure is not built out yet. It would also cannibalize existing service rate structures resulting in lower revenue for service providers." Bill quite frankly I'm more than curious where you get these ideas from. You say: "The infrastructure is not built out yet." very broad statement...to say the least. Could you qualify that with more precise information? Is there a potential for AWRE technology to be used in the infrastructure? Then you say: "Rolling out ADSL to a mass market would surely overload the data backbones in most countries there because users would be elevated to higher bit rates from the existing 14.4 dial or 128 ISDN services they currently use." Could you explain how that would work? My source says that's a stretch and it doesn't work like that in reality. The understanding I have is, the faster the data flows the better...no matter if it is flowing onto, off of OR on the backbone. I've heard it expressed, that, if the bottleneck is the backbone it is simpler to fix than the current bottleneck. In the U.S. it would be outside the control of the RBOC's, which is very desirable. ISP's, to my knowledge have not voiced the opinion you have: "It would also cannibalize existing service rate structures resulting in lower revenue for service providers." Matter of fact, I spoke to a local ISP owner yesterday, he expressed the belief, which was just the opposite of yours. He said those were the things, which drive the market and fuel the growth.