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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (2675)	12/30/1998 4:35:00 PM
From: Daniel G. DeBusschere	Respond to of 12823

Frank- An "overbuild" term makes more sense since a portion of the network is replaced. To me an overlay implies the addition of a complete new circuit end to end with an existing network of circuits. At any rate, I am not missing any basic understanding. Thanks for the reply. Dan

To: Frank A. Coluccio who wrote (2675)	12/30/1998 7:15:00 PM
From: DenverTechie	Read Replies (1) \| Respond to of 12823

The most common terms for changing cable network architectures are: new build, rebuild and upgrade. Overbuild implies that the incumbent cable operator is about to get competition from another cable operator, maybe a telephone company. In essence, they are over building the incumbent with another network. New build is just what it sounds like. A totally new network is being put in where none existed before. Rebuild generally means that you are changing the basic structure of the network, say, from complete coax tree and branch to maybe 550 MHz HFC with fiber to the node. Upgrade gets a little trickier, since some people use it interchangeably with rebuild. But more often, upgrade implies expanding the bandwidth of an existing network and the architecture and basic infrastructure stays the same. An example of an upgrade would be changing from 450 MHz HFC to 750 MHz HFC. Although amplifier spacing may need to change and the amplifiers themselves changed out, you are merely "upgrading" the system to 750, not changing its basic architecture. Sometimes an upgrade is as minimal as changing out the modules in the amplifiers, as in upgrading from 750 MHz to 860 MHz. No spacing changes, no cable changes, minimal headend changes.

To: Frank A. Coluccio who wrote (2675)	12/30/1998 11:17:00 PM
From: ftth	Read Replies (2) \| Respond to of 12823

Hi Frank, It's possible that 'overlay' was just a convenient buzz-word to use, but my interpretation would be orthogonal signals occupying the same frequency space. A loose analogy would be CDMA, where multiple signals occupy the same frequency and time space (they are separated by orthogonal spreading codes). As well, a CDMA "channel" (for lack of a clearer word) could overlay several packed QPSK or QAM channels, but all could be recovered at the receiver because they travel in orthogonal code space. In the article, they speak of AM-VSB as the overlay (although I wouldn't think the entire 860MHz range would be AM-VSB, but that's beside the point), so my guess is that it is separable from other signals in the same frequency band (but they give no specifics for the other signals, so this is just a guess), and therefore can be considered to 'overlay' existing signals. dh