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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (11560)6/25/2001 12:46:16 PM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi Frank,

Thanks for the explanation of the MSO VoIP network solution. Seems that I wasn't clear on the concept. Since the MSOs are in need of a softswitch vendor, or a link to the PSTN, with a concommitant access charge, that the economics of this solution don't make the least bit of sense to me. Particularly in light of the fact that CableLabs seems to have given up on the concept of competing on "life-line" service.

Anyone done any "back of the envelope" calculations on what the MSOs could expect to sell this VoIP service for? The only way I see them selling it is as a LD meter killer, i.e. offering unmetered long distance telephony for a fixed monthly fee.

Comments welcomed!

-Ray
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