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


To: Daniel G. DeBusschere who wrote (1716)7/29/1998 9:17:00 AM
From: Frank A. Coluccio  Respond to of 12823
 
Dan, of course, you are right about the significance of preserving the embedded investments behind the DS0, as was DenverTechie correct in his implied assessment of Transwitch.

My "<g>" was perhaps indicative of a misplaced inside ongoing discussion I'm having elsewhere. The threads become a blur at some point, and I sometimes fail to distinguish between contexts, as the same discussions tend to take place in multiple areas of the boards at the same time.

But if you think about it, voice services of the future, along with higher speed data services, will rely less on the atomic qualities of the 64k chunk we call the DS0 than they have in the past.

Starting with 13 kbps cellular, and emerging into new forms of IP voice at lower bit rates, we can see the departure from the the standard DS0 as a means of containing payloads.

As long as the DS1 (T-1) format is preserved, we'll continue to see these envelopes deployed, but with decreasing significance as time goes by. At some point a large percentage of services which are traditionally classified as POTS, including fax, will be governed by packet layer manipulation (routing and switching), and the dependence on DS0s will decrease proportionately. That's what I was getting at.

I sometimes tend to bring the three-to-five year horizon unduly into the context of present discussion, and that's ok. We are, after all, talking futures here, that will be facilitated by emerging stocks, aren't we?

Regards, Frank C.