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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (223)	2/20/1999 5:40:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

DSL vs. Cable: I have spent the time in my travels talking to ENGINEERS across most of the businesses in the telecom industry. Most engineers, whether from the RBOCs, Loral Space, GE Americom, TCI, Comcast, Cox, etc., will tell you, when it boils down to the technology, DSL is limited, especially when you talk about this platform in a digital vs. analog environment. Unfortunately, the RBOCs have sold the public and their shareholders that DSL is their platform for the future, at least over the next ten years as they build out their Fiber networks. Cable companies, on the other hand, can upgrade their plant substantially in a relatively short period of time when compared to the alternative of a full fiber network which the RBOCs will pursue. The Cable companies have been doing this and the $$$ is moving there. Consider the Paul Allen and Buffet investments. Do your DD on the technology and the truth will become clear. Listen to the PR from Bell Atlantic, and the confusion will remain. Thanks, Teflon

To: Uncle Frank who wrote (223)	2/20/1999 6:32:00 PM
From: Brian K Crawford	Respond to of 54805

<< Kevin, that's a tough call. I think cable may be the better alternative for the single location internet user, but snaking a long cable with you would be kind of rough for a road warrior <g>. Based on my needs, I'll have to go with xdsl with it's finally available. >> Uncle, access from anywhere is an AOL advantage today, and one they are trying to capitalize on further with AOL anywhere. But don't you think ATHM, with their symbiotic relationship with AT&T, will result in "@Home anywhere", including thru AT&T's national dial up POPS and eventually via enhanced wireless services through AT&T's national wireless footprint? AOL is the leader, and will be formidable, but T + TCI + ATHM + XCIT looks like 1 + 1 + 1 +1 = 5 to me. Brian

To: Uncle Frank who wrote (223)	2/20/1999 8:20:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, snaking a long cable with you would be kind of rough for a road warrior. I don't remember the details, but ATHM has addressed that issue at least for travel in the U. S. If you're at a place wired for cable with one of ATHM's partners, you'll have access. If not, you'll be able to use the telephone lines though I don't remember whether or not you'll have access to DSL speeds. --Mike Buckley

To: Uncle Frank who wrote (223)	2/21/1999 1:44:00 PM
From: Stuart C Hall	Respond to of 54805

Frank, congratulations on a terrific thread. I've learned a ton and enjoyed the lively debate on several topics. I would like to kindly suggest that we get back to Frank's original vision: the posting of candidates for inclusion into our Gorilla and King index. As a reminder, please use the definitions in the book: amazon.com I confess I have not read it yet. <g> But it's on my list once I finish Harry Dent's Roaring 2000's and Jesse Livermore's Reminiscences of a Stock Operator. Frank, please make sure that you post the URL for the index whenever there is a change.