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 : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (23638)	3/14/1999 3:06:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 77398

lim--< 2. Over the next few years the volume of data traffic is going to render the current level of voice traffic being carried immaterial in size.> We've been doing a little "supposing" over on the Qualcomm thread over a new venture they're in with Texas Instruments, Cinecomm. The technology uses TXN's digital projectors and Q's encryption to send via satellite new copies of movies to movie theatres. This would displace distributing physical film reels. (LucasArts has agreed to distribute Star Wars to some theatres, using this technique). The "supposing" has been about transferring this technology, or a similar one, to the home, eventually. Suddenly, through the net--if the bandwidth is there--it becomes really attractive to download a movie on demand. Suddenly, all of the video rentals disappear--and reappear as bandwidth and capacity utilization on the net. You're absolutely right. Use of the web will expand to fill any bandwidth made available for the foreseeable future. On DSL: DSL's money disadvantage vs Cable is a pricing decision by the incumbent ILEC's. It has nothing to do with costs. DSL has inherent cost advantages over cable, I believe--if only because twisted pair line is cheaper than coax. DSL will be more competitively priced by the alternative providers that are beginning to appear. It will also be better designed, offering better bandwidth than the ILESs are offering. And they might drive the ILEC's to lower their prices. Oh, and a good point by you--investors are looking out 5 and 10 years whereever they can. And with CSCO you can look out that far with fair confidence. Given NT's history, you can't look out that far. With the ebay's and amazon's it's almost impossible to look that far. Just my thoughts. JS