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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 (5579)	10/19/1999 10:34:00 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 12823

Hi Mike, This part of the SBC announcement is quite intriguing: SBC will place or upgrade about 25,000 so-called ``remote terminals' -- a kind of mini-switching station placed in a neighborhood -- at a cost of about $86,000 each, It is my considered judgement that the most likely suppliers of these DLCs will be either LU or NN. Does anyone else care to speculate here? If NN, it could mean a quick recovery for a beaten down stock. Comments Welcome Best, Ray

To: MikeM54321 who wrote (5579)	10/20/1999 12:41:00 PM
From: WTC	Read Replies (1) \| Respond to of 12823

Re: Compatibility issues in DSL to NGDSL replacement Only compatibility with the ILEC's (Bellcore created) compatibility standards for connection to the CO switch and packet switches/routers is essential. All of the interested vendors support those US compatibility requirements, or they are not shipping product in the US. The point is, a replacement of, say, Lucent SLC-96 DLC with, say,Alcatel/DSC litespan NGDLC, is entirely feasible, and not even any extra trouble. In a large field installation like a controlled environment vault, some of the power and surveillance equipment may continue in service to support the NGDLC. It may be a bit easier to reconfigure those systems to "same brand" NGDLC, but these are not big issues for the ILEC if they change vendors. The reality is the ILEC shifts the burden of any required systems reengineering to the vendor that will ship the NGDLC, and they take it in stride. There is no significant subsystem of a DLC system that remains in service in a NGDLC upgrade. That's why they call them forklift upgrades: they actually entail virtually total replacement. Total replacement eliminates the intrasystem compatibility issues that could arise if, say, only the RT were being upgraded in a COT+RT configuration.