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

To: joe who wrote (23703)	11/1/1998 12:36:00 AM
From: Steve Porter	Read Replies (1) \| Respond to of 45548

JOe, Let me step in here: 4) >>2) Cable bandwidth must be shared...more users means less bandwidth to each user<< I wonder if TCI has a solution to this? In the future, if Cable Modems gets big, there will be huge traffic. AT&T didn't just spend $20-30billion(?) on TCI to run into a bottleneck. Hopefully, the solution is some nice piece of hardware provided by COMS.:-) Yes this problem can be solved if you have a decent amount of fiber in your area. In my area, cable modems from one company are being SPED UP! from 600kbps to 3Mbps on the 17 of november. How?.. more fiber. The modems just tune to differnt frequency ranges. If your local copper loop is small enough (in terms of residences) you can get everyone on at 3Mbps (like the area I mentioned) and have the loop end equip handle it, pumping it all into the fiber. Steve

To: joe who wrote (23703)	11/1/1998 1:58:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 45548

Joe, I wish I could get a good 56K connection... 1) I guess Cable companies don't need to go through a CO, correct? You're right. Cable's data does not connect to the phone lines at all. 2) I listened to the CEO of AT&T in a discussion with other CEOs. (On ZDTV) He said the phone system as we know it basically doesn't exist anymore and will just blur into the 'Net, that nearly everything will be done over the Internet. They all agreed the move of voice to the 'Net is inevitable based on the savings in cost to the customer. In my thinking COMS had little if anything to do with AT&T deciding to buy TCI, unlike the REBOCs AT&T has some stiff competition…and knows it. "COMS Cable Modem is 2-ways. " My understanding is the cable has to support two-way and there isn't that much installed at present. As for wireless…five years sound reasonable to me. I base this on the fact that MSFT is into satellite via one of their investments, and what MOT ( Iridium <sp>) has accomplished in 133 months…their target was 132 months. It's not an ISP, but it is a ground breaking system which indicates what the future holds. Satellites now are built on an assembly line. It's all a guess on my part though. The splitter problem: It is required to keep the POTS separate from the ADSL. Before the splitterless technology was available a tech or service person was required to go onsite to install a splitter on the customers line, OR a splitter for each phone jack an ADSL modem would be placed at. If the splitters ended up in parallel there would be a problem. Going onsite is called a "truck roll". Not having to go onsite, eliminating the truck roll to install ADSL saves cost, AND, makes ADSL simple enough for most anyone to install themselves. It also allows the folks at 3Com to place ADSL modems on the store shelves with the USR brand name on them. Thus we have D.I.Y. ADSL. Check this about the tariff ruling… exchange2000.com Continue Stonewalling… the FCC ordered the TELCOs to provide access to the CO for xDSL…can't cite the particulars from memory…sorry, but without access to the CO ADSL would not be able to get off the twisted copper to the fiber backbone. Access was denied to the CO until the FCC ordered it made available. Eric B. testified in Washington along with others in order to lobby for this ruling. IMO cable DSL would have little or no competition without this ruling.

To: joe who wrote (23703)	11/1/1998 2:37:00 PM
From: Dick Smith	Respond to of 45548

Cable modems: one-way & two-way.... Scrapps & Joe are discussing cable modems: "..a phone connection is required for uploading or two way communications. This also makes it a dial up rather than an always on connection..." "COMS Cable Modem is 2-ways..." Actually, the COMS head end will support both one-way and two-way cable... maybe even in the same system. Given that the competition with xDSL is actually starting to get warm, smart cable companies are going to want to hook their users as fast as possible, even before they upgrade their cable plant. So this is a good feature. Yes, they can coexist... see this URL: 3com.com And if it is two-way cable, then it's always on, just like xDSL. Just my opinion, of course, Dick