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Technology Stocks : PairGain Technologies -- Ignore unavailable to you. Want to Upgrade?

To: ENOTS who wrote (20805)	2/20/1998 1:08:00 PM
From: Dave Kahn	Read Replies (1) \| Respond to of 36349

Hi who is LU or CPQ Thanks Dave

To: ENOTS who wrote (20805)	2/20/1998 1:22:00 PM
From: Purebull	Read Replies (1) \| Respond to of 36349

Some insight from Mike Sweeney, NetworkGuys, Inc. why DSL will keep exploding. The phone companies are as good as dead (at least as we know them today) They will be forced to join the crowd and become IP-centric ICP's offer new services such as IP phone - or be pushed out of business. Many people (inlcuding the phone companies) are still only looking at the "IP Telephony tree" instead of the bigger "telecommunications market" forest. For instance, virtual IP PBX's that utilize IP Telephony will soon help make telecommuting viable/compelling for many additional tens of millions world wide. The high through-put of DSL will become compelling to those tens of millions of telecommuters connecting to their companies' LANs and even more compelling to the companies employing those telecommuters to whom time is money. Millions of companies will subsidize the DSL lines for their telecommuters! This will drive IP Telephony and the ICP concept ever faster. As for the slim 64K bandwidth-use needed for IP Telephony, it will be thrown in with 1.5Mps-8Mps DSL connections for very low additional cost - or for free. This "free" bandwidth use, that is used to replace typical phone bills, will help telecommuters and non-telecommuters alike help justify the cost of obtaining DSL lines. Simply put: Most residential phone customers now pay $30 - $100 per month for local and long distance phone service. IP Telephony service will cut the cost of those voice communications to $10 per month - or eliminate the cost completely. This savings (in the minds of many consumers) can be applied toward a $45 per month DSL connection - that includes unlimited voice service - to help justify that cost (especially for those customers that would like to justify obtaining the other advantages of a DSL connection in the first place). This type of thought process is used by millions of consumers who collectively spend hundreds of millions every day to get something for "free". The unequaled cost advantages of IP Telephony together with a huge increase in the number of telecommuters world wide will make DSL very compelling to many tens of millions in the next 2 to 5 years . With their phone service revenues evaporating the RBOC's will soon be forced by economic reality to participate in this market. In other words they will have next gen technologies such as DSL and IP Telephony shoved down their throats - which they will deploy - or go out of business.