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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)1/17/1999 4:11:00 AM
From: elmatador  Read Replies (1) of 5390
 
About access: This IP over whatever is also oversold. When the telex went kaboom! the PSTN coped with the growth of the fax. According to UUNET, 50% of the 'voice' traffic is fax over the telephone switch. When the internet came along the telephone switch creaked a bit but it is carrying the load quite well.
Now what happens when the Internet explodes out of the North American and European? The other regions will present excelent opportunities to sell plain old telephone switches. Exactly what happened in North America and the Europe. All those South Americans, Asians, Eastern Europeans and Africans will be connecting over telephone lines. It is not going to be data over the air interface cable modems, MMDS ISDN or xDSL. These faster rates are most relevant to the 'first wave' Internet markets, North America and Europe.
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