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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Frank A. Coluccio who wrote (5658)	10/24/1999 2:47:00 PM
From: MikeM54321	Read Replies (1) of 12823

Frank, Here's my simple take on Internet telephony from an investors perspective. I believe it only partly answers your questions that of course Denver would be much better suited to answer in technical detail. I'm under the opinion that VoIP routed over the public Internet is many years out. So in this respect, no one will be doing VoIP for at least, 3 to 5 years. Maybe longer. Toll quality voice is just not going to happen over the current Internet infrastructure not matter what Cisco says. It will take lots of billion dollar spending before it becomes reliable enough for toll quality IP voice. But IP voice over a VPN is a totally different situation. That I see happening in a much closer time frame. As to how this relates to Antec's Cornerstone CMTS, I don't quite know? That is what I'm hoping Denver can shed some light on. In other words, I don't know quite know where Denver believes the IP voice traffic will go in his current thinking after it leaves the CMTS. I'm very curious about this too. Especially since the end target for AT&T's HFC plans is the consumer (who won't have a need for a VPN?), not business. MikeM(From Florida)

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