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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: George Gilder who wrote (1523)	5/12/1999 10:46:00 PM
From: JGoren	Respond to of 5853

George, thanks for the comparison of cable vs. DSL. I don't understand the technical aspects, but I will be making a choice soon between the two (at home) and appreciated the input. One major factor is that TCI Cable breaks down more than Southwestern Bell's telephone lines do. Indeed, everytime we get a big rain, one of the two lines (we have an A and B) seems to go down. I realize that cable is technically superior but for simple net access, I think I would rather give up a little on the technical superiority and go with the line that is down less. Comments anyone?

To: George Gilder who wrote (1523)	5/13/1999 12:09:00 AM
From: RRRoarr	Read Replies (2) \| Respond to of 5853

It always astonish me to see pundits praising cable over phone. I have more trouble with cable in one week than I ever had with phone my entire life. It's been months but my cable company still can't figure out why on some evenings my cable channel will blank out (with a loud pop). And the only way to get picture & sound back is to 1) channel up 2) change side (A->B, or B->A) 3) restore side 4) repeat steps 1-3 if picture still blank 5) change back to original channel And the above is just the more tolerable of the endless problems plaguing cable! No way will I ever entrust my internet service to cable.

To: George Gilder who wrote (1523)	5/13/1999 12:54:00 AM
From: D. Newberry	Read Replies (4) \| Respond to of 5853

George, <<.....DSL is inferior to cable modems (it is a dedicated circuit with DSL modems on each end and none of the efficiencies that a shared medium offers for bursty data and point multipoint communications and video conferences)......>> I have been reading your many posts and enjoy (and profit) from your valuable insight. I was, however, surprised at your above observation. The fact that DSL is a dedicated circuit would seem to be a feature, not a detriment. While cable does have more bandwidth, at least for now, that bandwidth must be shared with the entire neighborhood. With DSL, I get 100% of the available pipe right up to the Central Office, where presumably you aggregate to a high capacity backbone network. I equate cable to the old hub technology, where everyone shares the same bandwidth. That worked fine for years until LAN traffic increased to create congestion. I hardly ever deploy hubs in my customer's networks now, except in very small locations. LAN switching has become the preferred medium to reduce congestion without decreasing the segment size. The performance boost is considerable. I equate DSL to switching, since you have dedicated bandwidth to the "switch" or DSLAM. Even if the overall bandwidth is not as high as cable, at least I can count on consistent performance (with respect to the local loop) without regard to my pleasant but power hungry neighbors. I certainly agree that DSL and cable will both serve as last mile solutions to the home. It will be fun to watch this all evolve By the way, I agree with your Global Crossing observations. This is a very exciting company. Regards, Darrell

To: George Gilder who wrote (1523)	5/13/1999 11:27:00 AM
From: CObando	Read Replies (1) \| Respond to of 5853

Can you explain CDMA for Cable? I understand that Terayon (TERN) is a leader in chipsets for this technology. Does Cable CDMA work? Does it improve the chances that cable will be the broadband winner to the home? Thanks