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

To: Frank A. Coluccio who wrote (1711)	7/29/1998 7:56:00 AM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

THE COMPANY Summa Four, Inc. is a leading provider of open, programmable switches that enable worldwide telecommunications service providers to build and deploy advanced networks and applications. The Company's products are based on an open architecture and have a universal application interface which supports the economical and rapid introduction of these and other public telephone network applications. ********* THE COMPANY Excel Switching Corporation, is a leading provider of open switching platforms for telecommunications networks worldwide. The Company develops, manufactures, markets and supports a family of open, programmable, carrier-class switches that address the complex enhanced services and wireless and wire line infrastructure needs of network providers. ******* Frank writes (BEFORE Cisco purchased Summa Four): All of the high capacity ITSPs who supply VoIP services today are utilizing, in one way or another, traditional voice circuit switching platforms..Some of them are using programmables like the Excel or Summa platforms....Whatever the platform, these switches are being used in conjunction with VoIP gateways and VoIP-enabled routers. ********* Cisco says (AFTER purchasing Summa Four): Cisco intends to expand Summa Four's existing relationships with application developers and will help them to extend their service platforms to voice-over-IP networks. Carriers will select from more than 50 market-leading application developers who have built a broad array of voice solutions based on Summa Four's switching family." _________________________________________________ Frank, You sure hit the nail on the head about Summa switches and it's VoIP capabilities. Pretty impressive. You knew a company like Cisco could utilize programmable switches to offer VoIP, yet there is nothing in their SEC filings to indicate this. Pretty nice read. So can Excel's programable switches offer the same thing to another datanetworker or telecom equipment provider that Summa Four offered to Cisco? Excel is not that bad of investment idea from it's fundamentals alone. Maybe if it's a takeover candidate, it makes it all the more attractive. I bet you only 1 out of a 100,000 tech investors knows that Excel may offer a product that may make VoIP an easier migration path for either a data networker or telecom equipment provider. Thanks, MikeM(From Florida) PS What's an "ITSP?"I don't think I've run across that acronym before.