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Technology Stocks : ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN -- Ignore unavailable to you. Want to Upgrade?

To: Mark who wrote (90)	12/16/1998 10:03:00 AM
From: Jim S	Read Replies (1) \| Respond to of 201

I'm the wrong guy to ask, Mark, but if you follow the various DSL threads a few answers emerge: -Cable vs. xDSL -- There is a much larger and more complete twisted pair infrastructure than cable. Most of the current cable infrastructure needs to be replaced with hybrid fiber/coax cable to achieve the speeds you talk about. Cable gets slower and slower as more and more subscribers use it; twisted copper just has one subscriber per pair, so there is no such limitation. -xDSL will be dead in a year or two -- Yeah, well I bet you don't believe in Santa, either. Actually, I suppose it depends on who gets out there first, the phone guys or the cable guys. Once a required level of bandwidth is achieved for a given user, increasing that speed has limited value until his needs change. So, whoever gets the best market share the soonest is the winner, at least until the next technology comes along. So, you can invest in Santa or the Easter Bunny, your choice. jim

To: Mark who wrote (90)	12/16/1998 11:32:00 AM
From: lml	Read Replies (1) \| Respond to of 201

Mark/DSL v. Cable The primary concern with cable access is shared bandwidth. This leads to security concerns & likely/potential congestion as more & more cable subscribers rely upon the same pipe. DSL on the otherhand, relies upon a single pair of copper between the home & the telco's CO. No security problem; no LOCAL congestion problem. However, congestion does occur along the Internet backbone, which is a shared pipe. So quoted speeds, whether DSL or cable may very well not be met. I can only speculate that the maximum speeds of 7-10 Mbps quoted by the cables may only be achieved by subscription to a private intranet or virtual private network that guarantees the user maximum bandwidth availability. Jim S./Fax File Retrieval Sorry can't help. Just use Microsoft Fax for sending & a fax machine for receiving. Although all fax communication is digital, you are probably correct in presuming the problem you are experiencing is the format the software you have stores the fax files on your disk.

To: Mark who wrote (90)	12/28/1998 12:07:00 PM
From: JW@KSC	Read Replies (1) \| Respond to of 201

Mark Re: awre/wstl/pair/adtn Won't they all be dead in a year or two?? I'm neither an expert at ADSL/HDSL/XDSL/ Or CABLE. I know though that cable offers much faster speeds then ADSL. The max for ADSL is 1 mpbs v. cable minimum at 10 times faster. I guess my question is once the infrastructure is in place for cable, why would anyone want adsl or any flavor of it. Is adsl going to be around next year?? Are you hoping for international sales to go up. From a fundemental standpoint why would anyone want to buy awre/wstl/pair/adtn.... Won't they all be dead in a year or two?? Mark, No WSTL, PAIR, AWRE won't be dead in a year or two. First thing to understand is that in the US 80% of Cable is one way. This means if your not in the 20% group with two-way cable you need to use a phone line for your uplink, if the company even provides Net Access. Next is the fact that even know it seems like cable is everywhere, Phone lines (POTS) out number Cable connections many times in the US., not to mention thousands of times overseas. How many business's do you know that have a cable connection? How many have a cable to every desk in the office? ADSL offers both Phone and NET Access on the same line at the same time. In Business just about every Desk has a phone line. As the posts just prior to this one have noted, Cable bandwidth is shared. 10Mb of bandwidth is quickly eaten up when shared with your neighborhood. Worldwide there are 800 million POTS and growing, up from 700 million in 1995. ADSL G.Lite 1.5Mb, ADSL 8Mb and VDSL 52Mb, DSL will be around for a long time 20 years +. In Singapore 80% of the population has VDSL or a connection available if they want it. Last but not least, as someone pointed out, How reliable is your Cable service compared to your Phone company? I would have to say my Phone company has an avg. 99.9 Operational Ready Rate. When my Investments rely on the Information I get from the Net, I want that information available every second. As Murphy's Law is in fact a reality, The day one of my short term stocks starts moving, is the time my cable would go out. I don't want my bandwidth to be determined by the number of my neighbors being on-line, and I don't want the Hacker-Kid next door reading my mail. Copper is Gold, Motorola told us this in 1996, CopperGold TM. These are just a few of the issues debated on the Amati Thread in '96 & '97, though all the issues lead one to the same conclusion...... I Want My DMT JW@KSC