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Technology Stocks : ANTEC Corp. (ANTC)
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To: Kenneth E. Phillipps who wrote (586)8/12/2000 8:40:25 PM
From: Arthur Tang  Read Replies (1) of 847
 
Thank you for the post from the sounding board. My reply is out of topic, but related to the IP progress on the internet through POTS modem.

Lucent has announced recently that v.92 modem spec and especially data compression spec .44 will be available in the fall. And modem banks for ISP will be available early next year. The new v.92 will be uploading at 56k; more over the data compression will be 6x of previous data compression. This puts data transmission about 300 kb/sec compared with 50kb/sec of v.90 modems. IP voice telephone operations such as dialpad.com and pagoo.com is sort of satisfactory with v.90 modems. With v.92 any drop out during full duplex conversation will be avoided.

Cable IP voice is not as simple as IP through modem. Cost comparison favours POTS modem, if full duplex two channel upload and download is possible on future analog modem with more analog compression schemes such as the data compression method used on hard disk drives. Adding the windows 98 shotgun dual modem arrangement, it could be awesome.

Current IP voice telephone ASPs all use simple Microsoft netmeeting software on full duplex sound card. Then add software controls in front of the netmeeting facility. Question is, is cable modem using netmeeting sufficient for most of the telephone needs. Then other fancy services are merely controls for ASP to offer more services.

ANTC might want to look at all the competition. Do they need telephone jack on the set-top box, if people has cable modem already?
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