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

To: Kenneth E. Phillipps who wrote (5138)	9/7/1999 9:06:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Ken, Re: the continued need for switches That depends. Certain voice architectures employing various forms of DSL-supported packetized voice could conceivably supplant the larger switches over time. If call processing were handled by ITSPs, for example, sessions could be initiated without the use of a traditional switch. This is not likely to become commonplace over the shorter term, however. Other forms of voice (the more traditional POTS mode) which use DSL splitters, however, would continue to use the end office switch and associated SS7/AIN constructs. This can go either way, as split modes become possible, but I suspect that over time the need for the switch will to some extent be reduced due to the more efficient handling at the packet level. This may not occur in any appreciable way, however, for several years or more at the residential level (with the exception of PC based phone adopters), but I think it is already beginning to appear in the so-ho and regional office space, as we type. If not to fulfillment, yet, at least the products are now becoming available to make it so. How successful they will be? Don't have a clue yet. Regards, Frank Coluccio

To: Kenneth E. Phillipps who wrote (5138)	9/7/1999 9:40:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Ken, I posted some details about the good old 5ESS recently. Maybe you missed it. It's at: Message 11126269 My article was a cableco ordering 5ESS for circuit-switched voice over cable. But it's a new network that is being built (or at least heavily upgraded). Now as far as DSL driving demand, hmmm... I don't know? There are already 300,000,000 local copper loops already installed. LU has the 5ESS connected to 100,000,000 of them. I think my figures are North America only(all from memory only). So I don't see the US telco market driving demand for the reliable old circuit switches because of DSL deployments. New service providers, in developing countries, may be ordering these switches. But this is not directly related to DSL deployment. It's just because they have to deploy voice and deploy it quickly with something that works. But of course, DSL can be added later. So my guess is the 5ESS is not selling at one/day because of any direct relationship to DSL technology. MikeM(From Florida)