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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Cymeed who wrote (480)	2/7/1999 12:53:00 PM
From: Mark[ox5]	Read Replies (1) \| Respond to of 779

I was thinking about that yesterday. In no way is broadband a non-event. However, this is a lot like VHS vs BETA. Now I was too young in the early 80s to know first hand, but from what I've read many "techies" have said that in fact BETA was the superior standard, yet VHS won because of its financial backing. (i.e. Sony) Maybe there will be a similar fallout in this arena. AOL seems to be leaning towards ISDL (using technology to make copper phone lines quicker), vs the cable modem idea .... maybe that is to hurt ATHM. I dont know. One negative about cable modems is that if/when everyone in your neighborhood jumped on the internet at 5:30 after work, they too would slow down as all this data goes through a fixed strand. I dont know if this is the case with ISDL ... Personally, I would think cable modems would win out because it frees up the phone line and its faster than ISDL... but once again VHS vs BETA... and AOL is powerful in determining this since they control 15 million US online users. But, on a general note, what we are getting now is competition in a lot of the smaller niches where before there were only 1-2 players... for example AWRE was the only ISDL publicly traded company that I knew about 2 months ago, but in the past month we have had IPOs in both TUTS and COVD. So its heating up everywhere. Once again, this is also an arguement to play companies like Broadcom, which makes chips for both ISDL and cable...they win no matter who wins. Disclaimer: I hype Broadcom on a weekly basis ;) Mark