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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?


To: ahhaha who wrote (4858)1/28/1999 6:38:00 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 29970
 
>> Well, if you're selling MIBs and access concentrators, I can see why you want to make a splash out of it since that stuff is about the most expensive gear around. <<

I know what you mean by "you" but maybe some others aren't reading your phrasing correctly. I'm not selling anything. I was advising the board that not all DSLs are created equal. If anything, I was also demonstrating that some DSLs do not enjoy the "dedicated" status that they unduly share with their DSLAM counterparts.

By "failed technology," you mean that in your eyes it has no future. Correct? But DSLs are on the rise throughout the country, an irrefutable fact, and one that technology investors cannot, for the moment, ignore. Regardless of its inferiority, as it were.

I'm within a fifteen minute ride to Wall Street each morning by either bus or limo. Fifteen minutes from the center of capital. Yet, I do not have access to TWX's cable modem, and there does not appear to be any hope over the near term that it will be available.

Yet, today alone there were two more announcements made by COVAD and two DLECs that they are making DSL services available to residential and SOHO users in the NY City area, throughout the five boroughs, particularly, and I for one will be examining their wares.

It doesn't have to do with ideology, or favorite technology, rather, it has to do with incremental benefits. And ultimately, it has to do with availability. Would I rather have cable modem? Probably, but while we're talking hypotheticals, I'd rather have pure optical.