SI
SI
discoversearch

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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Frank A. Coluccio who wrote (4515)7/8/1999 10:11:00 AM
From: Stephen L  Read Replies (1) of 12823
 
Thank you again. As always you raise several very valid point. NT does have a great product line in both optical-networking and wireless (there traditional business is not bad either). I am perhaps a bit naive in hoping to find a few "pure" optical networking plays before the LU, NT, and CSCO's buy them. There have been several posts here and elsewhere on the Nethead vs Bellhead debates, and the everything over IP argument seems to be compelling. Even more compelling is the argument that the packets will be sent most efficiently over fiberoptics and CDMA wireless (and BlueTooth fore in office WLANs). The technologies to make each of these a reality are a ways away, but appear to be evolving much more swiftly than at least I was aware.

Here's a question for fun: five years and ten years hence what will the telecom networks look like? My speculation is that about half of business and home access (voice, data, video)will be IP over glass networks. In or near major metro areas, wireless CDMA should provide connectivity for both mobile users (phones, PDAs etc) and for some hoem and business use. The traditional SS7 telephony should continue to be strong outside the large metro areas with DSL access becoming increasingly strong. I will go out on a limb and conjecture that some of Loral and Hughs's birds will be up and provide broadband access and video to remote areas.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News