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Technology Stocks : Ericsson overlook?
ERIC 9.720-1.3%Nov 14 9:30 AM EST

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To: Clarksterh who wrote (2549)1/16/1999 5:56:00 PM
From: P2V  Read Replies (2) of 5390
 
Clark, Now way do I think that xDSL is more important that the
"Last Air Mile(s)" interface, sorry to have given you that impression.

If one looks at the vast continents of China and India
(with few if any telephone or fiber lines, it's obvious
that this is indeed a very lucritive and most important area.

I am not trained in todays wire or wireless communication technology.
All of the transmitters and receivers that I worked on have been
melted down, or reside in a museum somewhere.

However I believe the next gee wiz technology will be voice over
IP.
Somehow we'll break up our voice patterns into little packets
of ones & zeros, transmit them over various and sundry communications
paths.
Then at the other end -- gather all those scrambled packets, recombine
them into what (hopefully) does not sound like Mickey Mouse talking
in a barrel.

Anyway, that's another field that Ericsson could excel in,
if they don't screw up.

Regarding xDSL itself -- the big outfits, like Ascend, Cisco,
Ericsson, are taking over. I made some money in companies
like Pairgain, Westell but they are hurting right now.

Two very interesting threads are --
Last Mile Technologies, and ADSL (G-Lite) for Dummies,

Subject 4754
Subject 23843

This is an outstanding source of information (sign up is free)
xdsl.com

Thanks for the response,
BTW I enjoy your posts on the QCOM thread.

Best,
Mardy.
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