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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 (6769)	3/31/2000 8:01:00 PM
From: lml	Read Replies (1) \| Respond to of 12823

Hi Mike: I think you read too much into some of my comments, and not enough into others. AT&T and NTOP My point was that T will pursue any means possible to provide direct local access to their customers. If some computer savvy customers relish the opportunity to move their entire, or primary, phone service onto a NTOP IP network, T will be there to deliver it to them. Now, I may agree with you, I don't think I'd be willing to do that today. But we're not talking about today; we're talking about tomorrow. CSCO is pushing IP networks to deliver telephony as well as data. IMHO, they will make their mark in the market for telephonic services, and T will be there. But T will also be on the other platforms you speak of. T's objective is to fill their pipes with voice as well as data traffic. Whether it through IP routers vs. ATM routers is not an issue for T. Where Are The MSOs? So where are the MSOs on this? I think Denver Techie, who you and I respect for his informed opinion, seemed to agree with my hypothesis. And that's all it is . . . an hypothesis. I have no data to back up my claim. Why do you think the MSOs "are already heavily entrenched in ATM networks?" What do you mean by "entrenched?" Are you talking about investment in ATM equipment? Or have those MSOs who have provisioned telephony over HFC on a limited basis, merely leased access to those routers? I dunno. How Does NTOP Work? I'm not a techie. But in layman's term (and I invite others to comment) the subscriber either dials-in, or maintains a dedicated connection to an IP router on the Internet through his/her ISP, then dials the number he wishes to connect to through the NTOP software. IOW, assuming a voice over DSL connection, the only ATM switching is through the ATM cloud at the CO as voice coming in from the DSLAM makes its way onto the ISP's IP router at the POP. I presume that once a pure IP network would be made available traffic out of the DSLAM may be routed directly to the ISP server bypassing the ATM cloud. I dunno. I invite other to comment and educate us. So the bottom line to your questions are on target. Yes, I wouldn't expect pure IP via NTOP for awhile. I think you're likely to see IP over ATM first, but eventually, over the longer term, I foresee the IP network migrating continually to the fringes of the network as I believe Denver Techie alluded to. Again, JMO.