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


To: Techplayer who wrote (7083)5/27/2000 6:02:00 PM
From: MikeM54321  Read Replies (1) | Respond to of 12823
 
Techplayer- IMO, the residential gateways that will be important, are the ones that do voice. So I'm guessing, because I don't know enough about it yet, that when VoDSL starts rolling out, it will be a very big deal. But you probably already knew this. So the $64,000 question is when will VoDSL become a reality, right?

In the meantime, wonder what the barrier to entry is for what I would guess is a relatively simple device(sans voice)? And to really muddy the waters, what about all the DSL being deployed that(theoretically) doesn't even take a truck roll. If you know, where does the residential gateway play into those DSL rollouts?

I am surprised about this: "Technology experts predict that broadband connections to the home will be one of the fastest growing markets over the next five years. The market for residential gateways will grow to between $2.4 billion and $8.9 billion by 2003, the Cahners In-Stat Group estimated in a July 1999 report. Each broadband connection will require a Residential Gateway or other device in the home to decode and distribute the broadband signals."

This isn't accurate because there are two million broadband users today who have no residential gateway, or a device in the home, that I'm aware of? I know I don't have one. Must have something to do with VoDSL and VoHFC forecasts, right? Thanks. -MikeM(From Florida)