To: Ray Burke who wrote (26965 ) 2/4/1998 12:19:00 PM From: ksuave Respond to of 41046
I sent Frank Collucio's note to a friend of mine more technically sophisticated than I -- andwho I've been trying to get into ftel for a long time now -- and this is his response, fwiw. I wonder if anyone will answer the doubts he expresses concerning charges for internet use. Thanks. This is a discussion about the "switching" capabilities and how it would be handled by the 'big guys," once FTEL makes it dent in the market. In other words, the big guys are going to have to adapt certain switching technologies to accommodate the demand created by FTEL. There are all sorts of spin-off benefits from this, especially in the area of suppliers who will be providing the switching equipment needs to the big guys, so you might want to look at some of those companies because they will be getting big contracts from the giants. There is no doubt, from this discussion, that FTEL has it made in the shade and there is no doubt this technology is going to impact the telephony industry in a big and growing way, but there is STILL the question about charging for telephone access on the net. That is a politcal question that can severely challenge FTELs survival or growth rate; in other words, if they start charging, it will limit the number of people who will be using FTEL technology, whereas if they don't charge, millions and millions of people will be using FTEL immediately, so the stock , at some near point, should start soaring (I would predict in no more than 6 months -- it seems the switching network should begin to fall into permanent place by then, am I right?) Anyway, the summation to you is FTEL really absolutely has their shit down cold. They understand the technology, what is needed, how it will change the current telephony network structure -- everything. They are posed for the giant leap, so you can be assured that in the area of switching technology, they know exactly what they are doing and how to do it. If you are interested in actually learing what all the different switching protocols are, you can enter the word 'wireless, telephony" in a browser and begin to explore all the various technologies, but you really don't need to understand that part of it unless you want to. It is all really simple once you get into it. The ONLY big tech issue I see is QUALITY OF VOICE. That used to be an issue among Nortel and the others, but about 10 years ago, the standardized the quality, so it is now all about the same. FTEL must meet the same quality level on the net, which they will do, but that is what the limiting factor is, as I see it, right now, although the release I read yesterday said the quality was nearly as good as a direct phone link through a LATA repeater. That is amazing and I would have to hear it for myself. But FTEL is extremely confident that they can meet the quality expectations of the market and I believe they can and will, once all the switching environments are geared up to meet the demand. I think the final quality level will be reached in about two years, but it is good enough right now to implement it into the network. If I win the lottery tonight, I will invest $1 million into FTEL. I don't see it as a risk anymore. It is just a question of how quickly the stock will rise and I think that will start happening when the customers start flowing in by the thousands (like I said, 6 months from now?) Let me know if this helped you in any way.