SI
SI
discoversearch

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 : Qwest Communications (Q) (formerly QWST) -- Ignore unavailable to you. Want to Upgrade?


To: Steve Parrino who wrote (3349)4/9/1999 9:24:00 PM
From: Brian Moore  Respond to of 6846
 
Up 4.63% today.

I love Qwest.



To: Steve Parrino who wrote (3349)4/9/1999 10:30:00 PM
From: Hanney Yin  Read Replies (1) | Respond to of 6846
 
I have MGCX and QWST because I truly believe that ATM switch technology is definitely going to be the future standard. The question is that: who is going to be reaching the crown first and earliest: DSL or Cable?

If we bet on Cable then QWST is the one
If we bet on DSL technology: AWRE? MGCX? PAIR? COVD? RTHM?

I happen to find this article which I think some of you might be interested:

Report: ADSL Will Overtake Cable
Wired News Report

A new study challenges the conventional thinking of telecom pundits who have blessed cable modems as the winning technology in the race to bring high-speed Internet access to consumers.
By 2004, the phone line-based technology of asymmetric digital subscriber line, or ADSL, will capture 37 percent of the market for US broadband subscribers, Allied Business Intelligence predicted Friday.

Cable modems, which deliver high-speed data over cable TV lines, will trail ADSL with a 26 percent market share, the company said. ADSL works over standard copper phone wiring and allows users to receive data roughly 50 times faster than today's 56K modems.

The New York-based research firm said that ADSL will pull out ahead of cable modems because of a recently adopted standard for a consumer-oriented flavor of ADSL known as "g.lite."

"The standard overcomes hurdles that limited widespread consumer adoption of ADSL," reads ABI's summary of its annual study on the broadband marketplace.

The International Telecommunication Union approved a "consumer" version of ADSL technology in October.

Though ADSL technology has been trailing behind increasingly available cable modems on the adoption curve, some experts agree that the arrival of a consumer standard could give ADSL the upper hand.

Compaq has already begun shipping ADSL modems on its new Presario PC models.

Allied Business Intelligence said that while there are more than 350,000 cable modem subscribers in the United States, market penetration remains low. Fewer than 5 percent of cable-ready homes subscribe, the firm said.

Satellite-based access is also progressing slowly, ABI said, and will have just 7 percent of the market in 2004. ABI predicts 21 million Americans will subscribe to some form of broadband access by that time.




To: Steve Parrino who wrote (3349)4/10/1999 9:53:00 AM
From: David Lawrence  Read Replies (1) | Respond to of 6846
 
>> I also agree that TGNT is the poster-boy, but nearly 22% in a day? [In re xDSL]

Take a look at recent action in AWRE, the "pure" DSL-Lite play. I took profits 2 months ago. :-(

It is overdone IMO too, but the good news is that as the last mile gets upgraded it'll put more and more pressure on the backbone.