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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 (2548)	12/12/1998 1:37:00 PM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 12823

Frank, I see you are back from your "retreat" I can't take every one of your words and debate them but I'll lump them into categories: 1. the Public Internet--- I don't make the distinctions that you seem to want to make. Many companies conduct business on the Public Internet, and I do so myself when I do banking, on-line. Don't you ? Big companies, take Cisco for example, conduct a large share of their business on-line, on the so-called Public Internet. Traffic is traffic and it is carried by the backbone ISP's to where-ever it has to go and by what-ever rules govern that transport. It could be crypted, in GRE tunnels, VPN'd, tagged, VoIP, whatever. I don't make any distinctions. 2. Layers 1 and 2, then 3-- You seem to want to make distinctions and confuse SONET and Rings and Frame Relay and IP. IP does'nt care, being at Layer 3, what it rides over at Layer 2 and 1. What is over IP is in the eyes of the beholder--SNA or anything else- maybe even Martian, if you want to. You can put IP into cells if you want to, or into Frames. 3. Drivers of bandwidth-- Simple, tis users, uses and applications. That drives "the last mile", the providers of that, the global net infrastructure and the providers of that. It ends up as a "double every 100 days" ;-) The ultimate limiting factor is users, and uses, and the equipment to do it. It moves very, very fast and it is an exciting industry to work in, invest in, and to use.