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 : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (6288)	5/12/1999 9:45:00 AM
From: Bill	Read Replies (1) \| Respond to of 9236

Both no.

To: TREND1 who wrote (6288)	5/12/1999 10:06:00 AM
From: Scrapps	Respond to of 9236

Larry, your question is a bit vague. Are those numbers for projected or existing connections and so forth? Also Larry all I could do is confirm whether someone has reported those to be representative of the actual situation...I have no means to know it they are indeed true or false. Maybe you could research it for us, the answer may be available here on the thread in a past posting.

To: TREND1 who wrote (6288)	5/12/1999 11:14:00 PM
From: DOUG H	Respond to of 9236

Larry, This is from Jim Jubak, I think he's reliable: Broadcom and Aware, the speedsters in the race Just before I started this column, I went to the At Home Web site to see if I could actually sign up for high-speed Internet service where I live. No way. And the truth is that's a pretty good description of the status quo for high-speed Net access and cable-based local phone service in most of the country right now. For all the ballyhoo, At Home, the largest of the cable-modem access companies, had just 460,000 customers nationwide at the end of the first quarter of 1999. The total number nationally is about 750,000, according to Forrester Research. Industry My favorite way to play this acceleration remains Broadcom, because it sells to both camps. But don't count on seeing small numbers like that for long. AT&T didn't spend more than $109 billion to buy TCI and MediaOne to serve just a few hundred thousand customers. By the end of the year, nearly three quarters of MediaOne's cable network and about half of TCI's system will be upgraded to handle two-way traffic. That means AT&T will be able to market its phone and Internet services to about 6 million households. The regional Bell companies and their ally America Online can't afford to let AT&T get much further ahead. Analysts estimate that there were only 50,000 customers using the copper-wire-based DSL technology at the end of 1998. But America Online already has signed deals with SBC Communications (SBC) and Bell Atlantic that bring the company about halfway to its goal of being able to offer high-speed DSL-based access to anyone in the U.S. with a phone -- and an interest in paying the extra cost. This is not an attempt to pump BRCM but rather provide an answer with context. Thank you. D.H.