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

To: justone who wrote (8331)	9/4/2000 11:45:55 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Justone opinion, indeed. That was a display of a truly erudite command of many of the issues at hand. Actually I was pleasantly surprised to receive as much as you presented. Thanks. As though the publishers of Telephony Magazine saw this discussion coming, they've prepared an excellent collection of articles in this week's issue for our collective cogitation and review. I comment on them briefly at: Message 14326516 The articles cited actually speak directly to some of the issues you've raised, and in some strange, uncanny way present some of the responses that I'd have stated, myself. FAC

To: justone who wrote (8331)	9/11/2000 1:19:50 PM
From: elmatador	Read Replies (1) \| Respond to of 12823

20% of switches cost was hardware; 80% software. One time I told the switching guys that switching was a figure of accountancy. Not many of them understood. Interesting that you wrote that. Until one day another switching guy told me that vendors would price their switch this way (80-20) because the operators would put in their books the HW as capital expenses and SW as operational expenses. So they didn't have to amortize the HW costs in a yera by year basis. One of the reasons here in Europe V5.2 interfaces are not so much in place is due to this accountancy split: If a switch vendor would continue to price their switches according to this historical 80/20% split between HW and SW, that would be no good for them if they would implement V5.2 open interfaces. Software would reside in the access device, hence those 80% would be open for grabs by any access vendor.