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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 (6106)	11/28/1999 7:12:00 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

To All The market fo big ATM machines: Summary: Given the prevailing growth rate in wireless, in three years it will reach saturation (in Europe). Since it is less costly -and wireless is subject to less regulations- to operate a wireless network, wireless networks will cannibalize the fixed lines business. The minutes running over fixed will be ported to wireless networks. Fixed line operators will have to sell higher value services over their networks or go out of business. Since these operators have the universal service obligation, they will be forced to port their wired users -which generate less revenue- to the wireless networks they own. The fixed operators will have, then, to concentrate in their business of offering higher value added services over fixed infrastructure. This will offer a very big opportunity for the access segment ADSL and require those big ATM swicthes NN makes. Scenario: CSCO will be squeezed out of the core and will be playing in the edge. Good for CSCO. Very big business here: Cerent and Monterey will coming very handy on the metro loops which will require somehting more than SONET/SDH. LU, NT, ERICY, Siemens/NN will capitalize on the fixed operators turned into data carriers. Helping them cut the costs of operating their cct switch machines. The money will come from IN and Telecom Management. ALA will be a access specialist, a kind of AFCI on steroids. Nok AND MOT will be wireless specialists.