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

To: elmatador who wrote (5348)	9/24/1999 9:21:00 AM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 12823

Hi Elmatador, re DTM: Can you verbalize a kind of plot for us, depicting how it is being accepted? Who is adopting it? What perecentage of the market it enjoys right now, and forecasted (and by whom) over time? How it will compete amongst the alternatives which are more ubiquitously available, and which, incendentally, are growing each day in the way of straight IETF IP and ITU-sanctioned ATM? I haven't any religious persuasions along these lines, just asking. Regards, Frank Coluccio

To: elmatador who wrote (5348)	9/25/1999 1:41:00 AM
From: Raymond Duray	Read Replies (2) \| Respond to of 12823

Hi Bullfighter, I read your DTM post with great interest. This indeed sounds like it solves all the problems, sort of. I have a few questions and ruminations about this golden calf. ATM is notoriously expensive, available only to the largest of the long haul carriers and affluent ILECs. Some research universities flirt with it and it is out of budget for most mere mortal enterprise and educational buyers. Does DTM promise better price points? I know, I'm dreaming. The article did not address NEBS compliance. Should this simply be assumed? And who are the vendors who will lead us into this brave new world? Net Insight is a start, and they seem to be suggesting open standards, who goes next? ETSI is a start, but what about ITU, IETF, IEEE and TIA acceptance? Do you expect a diffuculty having this technology accepted on the North American continent due to a NIH bias, that being "not invented here". OK, enough of the skeptic. This looks like really kuhl technology with a company leadership that gets it. Shall we conclude that Net Insight is a comer, and we better pay attention? I think so. And just how do they reduce the overhead from 20% to 1%??? Actually, they may be too kind, in some literature, the overhead on ATM once H.323/QoS/MGCP and all the other kludges required to do VoIP are imposed send the overhead to nearly 50%. Even if they come to within an order of magnitude of the 20:1 overhead reduction proposed, they will change the world. BWDIK, Ray And when I tune in Michael Feldman on NPR tomorrow, I will have the answer, NotMuch.com