Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: P2V who wrote (3545)	7/28/1999 12:17:00 PM
From: elmatador	Read Replies (1) \| Respond to of 5390

Young people, bear with us old guys: When I started this thing in 1971, wiring the MDF, the Strowger was clancking along in the same room. But no Mis-manager burnt me: I always voted with my feet, always trying to know where the money was going to be and trying to be there when it arrived. Now to your questions: Am I not needlessly tying up the PSTN with data (packets) from my PC, as I BS on Silicon Investor? A: Yes you are. Doesn't Ericsson currently have upgrades to their AXE switches which will piggy back my lowly packets onto some alternate data path ? A: It does but: Only if you as the consumer drive that. If you would like to have a better service, perhaps always on and faster, and are willing to pay more for this improvement then owner of your PSTN line would invest on this new service. But now ERICY have the technology but your operator (possibly a conservative one) is uncertain about the success of providing this new service. What your operator is doing instead of providing these new services to you? He is buying licenses to operate mobile networks in Asia and South America. And ERICY is selling to them there. ERICY has 26% of the world's infrastructure market. (You'd have to combine MOT and NOK to get 26% of the infrastructure market.) Why is your operator going to invest in technologies that are not mature, standards are not yet in place, with unceratin pay back, potential customers want for rock bottom prices, (if not for free)? Who has the edge technology to immediately recognize that I'm creating packets, not voice, and route my packet BS onto an IP path, rather than a voice path ? A: CSCO, LU, NT and ERICY have the edge technology, but remember your operator is acting like Telefonica of Spain, Telia, BellSouth, France Telecom etc, they are buying licenses and build plain old networks in Brazil, Argentina, South Africa, Mexico... And -- How're we gonna get rich on this stuff ? A: If you discover, please, don't forget to tell elmatador.

To: P2V who wrote (3545)	7/28/1999 12:42:00 PM
From: elmatador	Read Replies (1) \| Respond to of 5390

I don't stop until the bull is dead: Your operator is also holding the copper, that carries our BS from PC to switch. Again, why is he going to upgrade the core -using ERICY souped up AXE- if he is not willing to invest in new technology in this copper line that connects to your house? I tell why: Because your operator makes a hell of a lot of money leasing lines for businesses. If he upgrades you copper, and offers you a reasonable priced new service, this revenue stream from the businesses will vanish because the businesses will start using the same technology from day one. I look this site here uia.org.ar to see the amount of money being invested in ifrastructure in South America. There is NT, LU, CSCO and ERICY raking in the cash. Even Telmex is doing the same now. They prefer to invest in POTS to supply a ten-year waiting list in Nicaragua than to provide more sophisticated services in Mexico city.

To: P2V who wrote (3545)	7/28/1999 2:57:00 PM
From: P2V	Read Replies (1) \| Respond to of 5390

Totally Off Topic I hope that I do not offend anyone with this -- Mind You, I ain't Bob Dole, but I have been given the opportunity to learn first hand about one of the following subjects (Prostate Cancer) ..... The information in one of these documents has been invaluable to me (in particular the "decision trees"). I am posting the following link, for anyone who may need information on Breast Cancer or Prostate Cancer. Also, you may check my profile, if you wish to E-Mail me. Most Sincerely, Mardy. nccn.org