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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Raymond Duray who wrote (7237)6/6/2000 1:31:00 PM
From: MikeM54321   of 12823
 
"I was surprised to read in Mike's report on "modem/ISDN" uptake that ISDN is still considered important enough to mention."

Ray- I was surprised to! Not only by the ISDN estimates, but dial-up too. It's important enough that I thought I should pull out the reference. Here's what the report specifically said about these markets(I edited slightly):
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Despite flat revenue growth in 1Q00 in the Access Concentrator-Modem/ISDN market, Dell'Oro Group predicts that the Access Concentrator-Modem ISDN market will reach $3.9 Billion in 2000. "There are two factors that will drive this growth," says Paul Baranello, an Analyst at Dell'Oro Group.

"First, we believe that access to the Internet via modem is ubiquitous, and will continue to be popular with price-sensitive customers who may not yet be connected to the Internet.

Second, these products have evolved to include modem and voice capabilities on the same port." In 1Q00 Lucent shipped the APX 8000 that offered this new capability. Both 3Com and Nortel have announced similar products and will likely begin shipping in 2H00.
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I'm not sure what to make of the, "modem/voice on the same port," reference? I thought carriers wanted to move the data traffic off the circuit-switched voice network. So this one loses me. I'm sure there is some detail I'm not understanding about how the equipment works. Any guesses, anyone? -MikeM(From Florida)
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