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

To: DenverTechie who wrote (2731)	1/13/1999 10:43:00 PM
From: ftth	Read Replies (1) \| Respond to of 12823

Hi DT, re:I totally object to the way the press characterizes the services as simply "dedicated service" for ADSL vs. "shared service" for cable modems I couldn't agree more. These journalists seem to get spoon-fed these teaser lines, and it's clear which side fed it to them. But, I guess if a person doesn't know the probing follow-up questions to ask (which makes them a reporter, not a journalist [I can hear Frank laughing, "There goes Dave again with his syntax heartburn";o))], all they can do is regurgitate. Regarding the article link, just some comments on some of the most silly of the statements: Most pundits think cable modems have taken the lead over ADSL and satellite for fast access TAKEN the lead? Implying ADSL or satellite once had the lead? And "most pundits THINK"? As if it's an opinion? Subscriber facts and system rollout facts both show CM always had the lead. Any narrowing of the gap in the future--if it happens--is only temporary. DSL deployment is about at the point CM's were at roughly 18 months ago. Each tends to be more compatible with a particular brand of modem. For instance, @Home has a relationship with Motorola and Bay Networks. It's in your best interest to research modem and service options in tandem. These are proprietary first-gen systems and the client modem has to match the headend equipment. There is no choice involved with these first generation modems. They hedged their bets by using different client modem/headend gear in different cities (or probably more correctly, within MAC domains). As DOCSIS deployments begin, THEN there will be choices (but it only matters if you're going to BUY the modem). How many telco modems did you buy between 1993 and 1998? Expect DOCSIS revisions at least at that rate. Expect widespread DOCSIS deployments to begin with (i.e. not until) rev 1.1. Too many significant improvements (will be) in 1.1 to deploy a 1.0 system now. dh