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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: lml who wrote (3444)	4/26/1999 11:19:00 AM
From: Tim McCormick	Read Replies (1) \| Respond to of 12823

lml, does MVL use a more spectrally compatible line code than DMT? And does it also work through signal generators and pairgain devices?Tim

To: lml who wrote (3444)	4/26/1999 9:31:00 PM
From: ftth	Read Replies (2) \| Respond to of 12823

re:<<If we're talking less than 300Kbps, I don't see the lure of this type of DSL that significant to warrant deployment in competitive markets>> that's a good input lml. The paradyne website implies higher than 300k rates, but doesn't specifically say it in one coherent, no-beating-around-the-bush statement. Nor do they give any useful technical details. I'll have to do some more looking. Paradyne, by the way, is slated to go public soon. Their S-1 was filed a little over a week ago. I'll have to look into it a bit more since it now becomes more than a technical curiosity. ?$->:o) see: ipocentral.com for a bit more info. dh

To: lml who wrote (3444)	4/26/1999 9:55:00 PM
From: MikeM54321	Read Replies (4) \| Respond to of 12823

"I say all this with the knowledge that the ability to deliver ubiquitous ADSL deployment via the deployment of DSL plant equipment is not very far off." lml, Your comment above caught my eye. As did a comment made by Bernard Levy (A few months back) concerning consolidation of the DSL players. We got a conversation going back then about the players in the DSL market. I made a list: Adtran(ADTN), Alcatel(ALA), Aware(AWRE), Covad(COVD), Pairgain(PAIR), Tut Systems(TUTS), and Westell(WSTL). Did I miss any others? I don't think DSL deployment is too far off either. Yet I still have not figured out how to play it? DSL investing is tough because most of the pure plays don't make money. I think Adtran and Alcatel are pretty sound investments (from the fundamental viewpoint only) but aren't pure plays. Do you, or others, have any ideas/angles on DSL investments? Thanks, MikeM(From Florida)