Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Raymond Duray who wrote (7237)	6/6/2000 1:28:00 PM
From: Frank A. Coluccio	Respond to of 12823

A great many ISDN BRIs are not only "still" in use, but continue to get installed due to the nature of enterprise VPN mandates for telecommunters and general work-at-home use. Video-conferencing standards still favor BRIs, especially where legacy MCU (multipoint control unit) conferencing equipment is used, and where a high level of deterministic performance is a must. Many DSLs and cable modem services cannot compete with 1 or 2 BRIs, when attempting to meet the criteria I've stated above. In some cases, the dsl only serves up 64k in the upstream, and in the case of cable.. the application simply is not permitted on many systems, and where they are permitted it's a matter of best effort without assurances.

To: Raymond Duray who wrote (7237)	6/6/2000 1:31:00 PM
From: MikeM54321	Respond to of 12823

"I was surprised to read in Mike's report on "modem/ISDN" uptake that ISDN is still considered important enough to mention." Ray- I was surprised to! Not only by the ISDN estimates, but dial-up too. It's important enough that I thought I should pull out the reference. Here's what the report specifically said about these markets(I edited slightly): ____________ Despite flat revenue growth in 1Q00 in the Access Concentrator-Modem/ISDN market, Dell'Oro Group predicts that the Access Concentrator-Modem ISDN market will reach $3.9 Billion in 2000. "There are two factors that will drive this growth," says Paul Baranello, an Analyst at Dell'Oro Group. "First, we believe that access to the Internet via modem is ubiquitous, and will continue to be popular with price-sensitive customers who may not yet be connected to the Internet. Second, these products have evolved to include modem and voice capabilities on the same port." In 1Q00 Lucent shipped the APX 8000 that offered this new capability. Both 3Com and Nortel have announced similar products and will likely begin shipping in 2H00. ____________ I'm not sure what to make of the, "modem/voice on the same port," reference? I thought carriers wanted to move the data traffic off the circuit-switched voice network. So this one loses me. I'm sure there is some detail I'm not understanding about how the equipment works. Any guesses, anyone? -MikeM(From Florida)

To: Raymond Duray who wrote (7237)	6/7/2000 1:00:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 12823

China Telecomm uses GSM, primarily supplied by Ericsson, I believe. Other than the China Unicom trial rollout of CDMA (a couple hundred thousand customers total, in some cities), the whole country is GSM. There are no significant other providers that I've heard of. Cellular implementation remains severely limited to the urban corridors. My info is all third-hand, however. Coincidentally--Here's an on-topic article: Message 13832762 Best, JS