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

To: axial who wrote (8818)	10/8/2000 5:48:04 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Hi Jim, I see that Mike M is not the only one here with a structured reference set of archived data from prior posts. I need to look at this some more. [As I type, it's now four to nothing, NY Mets over SF Giants. Let's go Mets!] Private line/shared network... models run in cyclical fashion. At times in the past when private lines were unleashed through regulatory mandates and by competitive forces, it was thought that the PL was the only way to go. Of course, we now have the Internet and VPNs for enterprises which have demonstrated economies which are hard to ignore. So, the contemporary wisdom dictates that shared networks are the only way to go. Optical economies will once again cause the pendulum to swing the other way, although during the next alternation of the cycle private lines will be virtual in nature (they are always virtual in nature, at some level) and they will retain some of the addressing and signaling attributes of today's IP and ATM models. We're seeing this already in the core-edge frameworks that are emerging. It will migrate to the end points, as well. Sometimes, the end points are the edge, btw, depending on who you talk to.