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Technology Stocks : ACE*COMM Corporation (ACEC)

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To: Nils Mork-Ulnes who wrote (617)11/10/1999 10:31:00 PM
From: Leeza Rodriguez  Read Replies (5) of 852
 
Nils,
I hear ya and I am totally with you on the significance of their products for usage based billing in IP networks. If you ask me, I think the sweet spot of this market is where the long haul meets the local loop. In the long haul all the packets travel in sort of a socialized fashion (all together and fast), and then when it gets to the local loop junction, we're got to decide whose packets are more important and likewise the carriers want to be able to BILL thru the wazoo for the packets that get treated like royalty :-).

Hence, the ability to granulate out classes of service (especially ATM by definition) is certainly going to be tres importante in the next phase of this revolution.

GO ACEC--

Leeza Rodriguez
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