Steve,
Thanks for the network AT&T explanation. It's starting
to fill some of the holes in my knowledge of how AT&T will
convert everything to VoIP (telephone, cable, internet, etc)
>>COMS will be providing end to end cable modem. But At&t want to run voice over the cable lines as well.<<
I was thinking that the Cable Modems did this already, or at
least it would be an easy addition of some hardware to the
user side (not something that could make COMS a big profit;
I'm just guessing since I still don't have all the details
of the big picture). I also figured that the Total Control
hardware on the Cable side had VoIP capabilities as does
most of COMS equipment. The next
connection would be to the core, and COMS didn't have
hardware for this connection (except possibly the new Corebuilder?
as you mention below). I thought that all the core hardware
was made by CSCO, LU, ASND, etc.
>>COMS equipment (corebuilders probably) will be used on
backbone segments before T gets out to the big pipes (i.e. metro area corebuilders tie together all the sub-nets to a big pipe)<<
I guess there are two "core" levels. One being in the metro area
which connects to the Total Control equipment on the Cable company
side. The flow from the Total Control equip. can be extended
with the Corebuilder now, correct? And this will connect to
the next level of the "core", which has an even bigger flow
of data (I don't think COMS makes equip. for this level, right?)
If the above is correct, then I can see how the recent Corebuilder
will be used extensively, meaning huge increase in revenues.
One of the things I think I've interpreted from various readings,
is that the Corebuilder is already an "instant hit". People
were thinking it may take time to transition this major product
into mainstream use. But, no, it already is a big profit maker.
Is this correct thinking?
RE: the AT&T deal - are you waiting to hear that they will
be using the Corebuilder in massive amounts? If so, I can
see I'm a rich man already<gg>
>>T wants to be your local phone service provider and your long distance company. You will buy a special adapater from T that hooks you cable line to your phone and you talk that way.<<
As I asked above, is this special adapater<g> profitable to
COMS?
Thanks for the answers. I'm sure many have the same questions.
joe |
