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

To: MikeM54321 who wrote (2175)	10/16/1998 7:48:00 PM
From: DenverTechie	Respond to of 12823

Mike - please see my last post to DougH about "old stuff" and "new stuff" as it applies to Tellabs. It is relevant to your questions here too. Over the years, Tellabs has a consistent record of conservatism regarding financial matters, forecasts and product announcements. That is the way they do business. You can believe this is not typical overoptimistic PR BS, but factual information and solid, even toned down forecasts. The explanation of providing leased T1s to businesses and VPNs makes all the sense in the world. It is one of the prime areas that drives the need for digital cross-connects. It will continue and grow. ATM has nothing to do with this phenomenon. ATM is a way to aggregate and consolidate networks into a single bit stream so that multiple overlapping networks are not necessary. It merges voice, video and data into one seamless bit stream that can be carried over a single network. But the individual services, like a T1 link or VPN still has to be broken out at the point of presence (POP) to serve the end customer. And this is where the TITAN and other cross-connects comes in. One does not negate the other, they complement each other. Hope that helps. Let me know if you need a more detailed, technical explanation (I sure hope not, I hate having to write all that jargon stuff and acronyms and all). Chow for now.