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

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To: DenverTechie who wrote (1654)7/23/1998 8:29:00 PM
From: MikeM54321  Read Replies (2) of 12823
 
My own opinion is that they would start with standard HFC telephony with using Lucent, Newbridge, Tellabs, etc. to get presence in a market, then migrate over to the IP system as it became available and be cheaper to deploy.

DenverTechie, Now that you have verified my thoughts about the most likely scenario behind voice over HFC, it's becoming increasing difficult to figure out what companies are going to be getting the "switching" business from AT&T/TCI. Not just from these guys, but from what other companies may try to solve the last mile problem with HFC network solutions. I have to do some more research now.
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After all, they already know how to do data on IP to cable modems in RF...

Say what? Data over RF makes me immediately think "analog." I don't think I understand the "radio frequency" (RF) term. Can you give me a brief explanation?
Thanks,
MikeM(From Florida)
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