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Technology Stocks : ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN -- Ignore unavailable to you. Want to Upgrade?

To: tom jones who wrote (139)	3/19/1999 6:10:00 PM
From: John Stichnoth	Respond to of 201

I'll try again, and then jim can correct me: 1. Yes, the ISP's can install any equipment they want, as long as it meets the technical qualifications imposed by the ILEC's. The ILEC's have been known to impose unreasonable demands. Also, the ILEC's are known to drag their feet in coordinating hookup of their competitors' equipment. There was a recent article on a new FCC ruling, broadening the competitors' position. I think it's on the "Last Mile" thread. Look for it there. I believe--and someone can confirm this please--that the ISP's are treated as CLEC's from a regulatory standpoint. 2. The splitter is installed in the customer's premises, I think, which is what makes the splittered dsl unattractive to the telco's. 3. The idea of ADSL is that you end up having two completely separate lines running over the same physical wire. So, yes, you get both a voice hookup and data/fax on the same line (but different telephone numbers). 4. The telcos have been waiting for splitterless dsl, to avoid the visit to the customer's premises completely. That's what G-Lite is. Their foot-dragging I believe relates to cannibalization of existing services (T1 lines at a couple thousand dollars per month and ISDN), infrastructures for which have not been fully depreciated, and insufficient employee expertise. (Bellatlantic has just recently completed training its technicians in ISDN, I believe, let alone gotten them up to speed on the DSL's). 5. I don't know if you need special equipment to install a splitter. 6. Different companies are approaching pricing differently. Most seem to be subsidizing the installation charges if the customer signs up for some period. 7. There's been a bit of a price war, as Aware bought share last year. The dsl equipment manufacturers have been bringing their costs down to these lower price levels. As quantities ramp up, costs should fall. The other factor in share prices is approvals of equipment by major telcos, and assignment as primary suppliers. OK, Jim, your turn. Best, JS