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

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To: Warren Gates who started this subject	2/27/2001 12:31:41 AM
From: Frank A. Coluccio	Read Replies (1) of 12823

A while back we discussed in this thread the eventual use of dsl and cable for upper layer bypass of the ILEC. Of course, I'm referring to telephony over broadband access lines. In this month's Pulver Report, Jeff speaks about the next killer app for broadband: Telephony. ----- A snippet from: pulver.com : [emphasis mine] The Killer App for Broadband is Telephony! One could argue that twenty years ago it was because of MTV that kids in the US convinced their parents to get them Cable TV. A few years later one could also argue that it was because of spreadsheet products like Visicalc and Lotus 1-2-3 that companies saw the adoption of PCs. For the past couple of years it seems to me that the DSL and Cable Modem industry has been waiting for the discovery and introduction of the "killer app" for the Always-on generation. Turns out that the killer app for the broadband consumer is "Telephony"! Look for a new generation of SIP based service providers to start to appear during 2001 which will offer telephony services over broadband - with and without the specific cooperation of the underlying DSL and Cable service providers. This form of "Telephony" will be different than the existing legacy telephony emulation feeding into legacy switches now in vogue with VoDSL and cable operators under the flag of protecting reliability, quality of service, and lifeline services. Next generation Broadband Telephony will leverage simple edge devices in the form of dedicated appliances that cost US$ 100 today and will cost US$10 given time and sufficient scale. No legacy switches needed. While this new model for Telephony may at first take root as an inferior quality complement to traditional wireline voice telephony, it is important to remember that all great innovations start out as inferior complements to traditional legacy solutions. As these new generation of Broadband Telephony service providers start to gain customers and traction, look for the availability of Telephony over broadband to become the reason people eventually decided they should pay for the monthly subscription costs of broadband access where they lived since for many people just being part of the "always on" generation is not good enough.

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