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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Kenneth E. Phillipps who wrote (2843)2/15/1999 2:32:00 PM
From: DenverTechie  Read Replies (1) of 12823
 
There are so many provocative statements in this cable telephony article I'm not sure where to start.

Let's start with some house cleaning issues. First of all, the switched circuit systems from Arris Interactive and Tellabs use spectrum in increments of 2 MHz, not 6 MHz as stated in the article. Only the ADC system requires a full 6 MHz channel.

I'm also amazed at the author's glee when reporting 5 percent telephone service penetration by MediaOne and Cox. If you are only getting 5 percent after a year, you are doing something wrong. Time Warner achieved 15 percent in Rochester on its first pass, and they have a waiting list for the service. The 5 percent number is dismal, and most MSO business plans require higher percentages to make the plan work.

In my opinion, the migration strategy championed by the likes of Arris, Tellabs and ADC is definitely the way to go. I have seen a demo of the Arris system and it is sweet. Without the kinks worked out on IP voice and the technical, operational, and interoperability issues in place, IP voice will be a long time in coming. Circuit switched voice over cable took much longer than anyone anticipated, even WITH all the interface specifications and OSS systems available at the start. I believe the cable operators looking to do primary line IP voice in 1999 will be severely disappointed.

As the article stated: the caution expressed by leading engineers will persuade most decision-makers to go the proprietary route until they are absolutely certain that IP is failsafe.

I couldn't agree more.
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