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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Charles R who wrote (4381)7/2/1999 2:25:00 PM
From: MikeM54321  Read Replies (1) of 12823
 
Re: Tellabs / HDSL2 / T1 / Future Cross-connect Demand?

Chuck,
While searching through old posts, I came across some posts where Denver already addressed some of our current questions. If I'm not mistaken, we've come to this conclusion: HDSL-->T1-->HDSL2-->2 times T1 Availability. Now does that mean more digital cross-connect shipments?
___________

Here's the post with that question:
Message 6044150

"But for them to announce in Q4 a, "double-size" TITAN, it must mean it's still going strong. I may have forgot to mention the reason they believe TITAN is going so strong. It's because businesses are requesting T1 service, and leased lines for VPNs. RBOCs need to supply them and hence, strong TITAN sales. Does this make sense to you?"

And here is Denver's reply:
techstocks.com

"The explanation of providing leased T1s to businesses and VPNs makes all the sense in the world. It is one of the prime areas that drives the need for digital cross-connects. It will continue and grow."
____________

So apparently, more T1 services, and VPN for that matter, means more digital cross connect demand. Right from the horse's mouth during TLAB's Q3 CC. Via Birck, I believe? So if Birck said T1 was driving TITAN sales, I'm guessing it's only going to get stronger with HDSL2 deployments.

But it doesn't directly address your port card question. But at least we know T1 definitely meant TITAN shipments back in 98Q3 and Q4.
MikeM(From Florida)
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