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

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To: MikeM54321 who wrote (6761)	3/31/2000 5:23:00 PM
From: lml	Read Replies (1) of 12823

Hi Mike: Rough week. Still standing. Anyway, to respond to your piqued interest in this debate, consider the latest move today by T to acquire an interest in NTOP. In case you haven't seen (which I seriously doubt) see dailynews.yahoo.com The name of the game for T is gaining direct access to customers, and they will take that direct access anyway they can. I've concluded that if the MSOs can route there telephony directly over an IP network they will. Its just my conclusion. With the likes of CSCO interested in pushing pure IP networks to replace the existing teleco ATM structure, and with the interest of MSOs to develop IP telephony that will be routed via their CMTS to a subscriber's cable modem, I just see a vested interested by the MSOs to push the IP platform rather than the ATM platform. But again, the MSOs will take a direct telephony connection from the subscriber anyway they can. If at first, circuit-switch via the teleco infrastructure, so be it. If subsequently IP over ATM, better. If over a pure IP network, even better. JMO.

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