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

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To: Frank A. Coluccio who wrote (10592)	2/28/2001 8:40:03 AM
From: MikeM54321	Read Replies (2) of 12823

Re: What business model is there for packet voice? Frank and/or Thread- Dumb question time. Seems every expert industry analyst is of the belief that local voice (circuit-switched) is a money losing business. But these same experts seem to think packet voice (voice over cable or DSL) is going to be a killer app. I don't get it?? Especially considering that rolling out packet voice (in the local loop) is an expensive proposition in a market already 100% dominated by the 100 year old twisted pair incumbents. I may add that not only is packet voice up against a totally saturated twisted pair network, it also has to compete against local mobile wireless too! It's starting to make a lot of sense for residential customers to drop the fixed line and go all mobile. Can the market really support packet voice too?? Note: I know this is sac-religious question coming from a telecom equipment infrastructure investor like myself. But I don't want to be led to the slaughter again by the, "expert analysts." Maybe holding onto packet voice rollouts is simply a pipe dream? -MikeM(From Florida)

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