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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 (5656)	10/24/1999 1:38:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Mike, the analyses begin posted by you and Denver get better all the time. They are appreciated. I have a question for both you and Denver. Re: "Best of all, in what I think will be a pretty nice transisition from circuit-switched to IP telephony." I am left to wonder just how complete a transition this will actually be. How do you see this unfolding? Do you see this as VoIP, being passed on to a larger VoIP cloud from the CMTS whereupon routing and settlements are processed in a new Internet Telephony realm? In this case I am referring to the elimination of the use of gateways at the first point of collection (the Head End), and the use of VoIP protocols (whatever those are... take your pick, still) all the way. Or, do you see this as a handoff of voice over IP packets to a telco-fashioned end-office switch, immediately, through the use of a gateway, upon receipt of the customer payload at the first head end as it is peeled off of the HFC at the CMTS? In the latter case, conversely to the first, VoIP gateways a la VOCL, e.g., or internal to the CMTS itself, would be used, and the primary advantage in this scenario would be to optimize scarce upstream bandwidth resources on the HFC distribution plant, due to the present up-and-downstream channel schemes being used. TIA. Regards, Frank Coluccio

To: MikeM54321 who wrote (5656)	12/7/1999 11:06:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Antec (sym:ANTC) Haircut Thread, Just thought I would alert Last Mile investors about one of my favorite last mile plays in the cableco world. It's taking a substantial hit, both last Friday and today. It may or may not be a buying opp? It's up to you to do the due diligence on it to decide. But since I've posted quite a bit of information (click back through linked posts above), I thought I would mention it for those that may be interested. You can find a few tidbits on Yahoo and also notice there is regular insider selling. That's about all I can find for now, but it certainly doesn't seem to justify it's haircut. For future reference, it's gone from a recent high of around 60 down to a low today of near 40. Ouch. MikeM(From Florida) PS Just reported on CNBC that a Joesehpthal(sp?) analyst cut his rating to hold. He stated AT&T is not happy with the prices ANTC has placed on their, "products"? Anyway, kind of typical noise out between ANTC and it's major customer, AT&T(previously TCI)....If that's the only concern, IMVHO, it's overblown.