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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Stephen L who wrote (4421)	11/27/2001 6:46:39 PM
From: elmatador	of 46821

How the telco will evolve. In simple terms: On the business side the telco will restructure its fixed-line unit, dividing it into wholesale and retail segments: A wholesale will sell PABX access, 0800 numbers and such for the business users that need reliability. For that they will have an IP network, via a gateway they will connect IP telephones. The existing telephones are routed to this IP network via another gateway. Then the will put a gateway here and there and connect the mobile network into it. Like before when have Appletalk, Novell etc and we put routers in between all those networks started talking to each other. The retail will sell to everyone else. For that the telco doesn't need its cable plant. So this soon to be technically obsolete assets will be sold out. Like Eircom, the Irish operator, did recently. It will start with the smaller telcos in Europe and then it will go up the scale to all the other telcos. Telephony users will be ported to wired or wireless as it fits. Perhaps porting low use wired subscribers to wireless where it is cheaper to administrate them. All this evolution is all mapped up and set. It is kjust a matter of time to be implemented.

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