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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (4934)	8/10/1999 7:32:00 PM
From: MikeM54321	Respond to of 12823

Re: PBS "Ma Cable" Report P.S. While writing up my CSCO summary, I was half listening to a story on PBS's Newshour. It was a very good primer on the battle going on for, "Last Mile," ownership. For new investors to network infrastructure investing, it's an excellent report. The title is, "Ma Cable." Here's the link. Click on Ma Cable: pbs.org

To: MikeM54321 who wrote (4934)	8/10/1999 11:35:00 PM
From: BWAC	Respond to of 12823

Does anybody here think Pairgain and it's Avidia product can hope to compete agianst CSCO and its similar Dslam products?

To: MikeM54321 who wrote (4934)	8/11/1999 4:52:00 PM
From: DenverTechie	Read Replies (3) \| Respond to of 12823

Let's look objectively at what Cisco brings to the cable industry from the view of the cable operator. Today, not much. Look at their own web page descriptions. They have a DOCSIS certified CMTS (cable modem termination system) but so do Arris Interactive (ANTEC/NORTEL) and Motorola. Nothing special there. It's a good CMTS and has found favor with RoadRunner and HSA as preferred product. Other than that, their cable modem has not made it all the way through CableLabs certification. They have a VoIP offering that is in trial and they are very high on its prospects. But let's face it, it is still an immature product that has yet to cut its teeth and proven to be scaleable and cost effective. Justin Junkus, writing in the August 99 issue of Communications Technology magazine states "The only proven commercial solution available now is circuit-switched technology, and the telephony equipment vendors realize that. That's why, despite the marketing emphasis on IP telephony, each telephony vendor is continually improving its circuit switched offering to make it more attractive than the competition's. Cable must offer telephony now because the major established communications companies that have paid for the privilege of using its broadband distribution network are anxious to compete with telephone company access". I agree wholeheartedly. Ask any knowledgeable engineer in the cable industry and they will tell you that you do not commit a new business and revenue opportunity such as telephony to an unproven and unsupported new technology such as IP telephony. THERE IS JUST TOO MUCH AT STAKE. I've said it before but it is just as true today as 6 months ago or a year ago -- providing telephone over cable using known, proven circuit switched infrastructure for transport and switching is hard enough as it is without making it that much more difficult doing it with an unknown IP layer infrastructure. There are too many holes and gaps in the IP story to do a full scale deployment now. The way to go is with a migrateable platform such as Arris and Tellabs have available. This is the AT&T plan, now that they have seen the wisdom to abandon the initially announced VoIP rollout. Install circuit switched now, and migrate to VoIP when it matures and the support platforms are in place (you can even mix and match circuit switched and IP voice circuits within the same HDT). Logically, this is the only realistic scenario to go with at this time.

To: MikeM54321 who wrote (4934)	2/13/2000 6:19:00 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: Cisco's 2Q00 CC Notes Thread- I linked this post to my Cisco 4Q99 notes. Apparently I forgot to post 1Q00 notes. I think is the fifth quarter in a row, they grew their, "access," business about 100%. It's pretty significant number for Last Mile investors. And more important, they still feel the access business is going to continue to be strong. I think, but am not certain, they said Q3 will also show 100% yr-yr growth. They said nothing about their fixed wireless product? And from what I understand, most of the access business was due to DSL. And, as I posted immediately upstream, Chambers bragged about Asia revenues. Said Japan scares him. And said Davos was significant because Europe understands the importance of getting wired. -MikeM(From Florida) ************************* -Q2 Revenues $4.35 billion -Q2 Net $906 million(before charges) -$15 billion in cash -$400 million/month generated from operations -26,140 headcount at end of Q2 -Optical Revenues $200 million(I picked out of WSJ) -Service Providers $1 billion -Routers 39% -Switches 39% -Access 12% -Other 10% -AMEI(?) 28% -Americas 59% -Asia 9% -Japan 4%