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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (2549)	1/16/1999 5:56:00 PM
From: P2V	Read Replies (2) \| Respond to of 5390

Clark, Now way do I think that xDSL is more important that the "Last Air Mile(s)" interface, sorry to have given you that impression. If one looks at the vast continents of China and India (with few if any telephone or fiber lines, it's obvious that this is indeed a very lucritive and most important area. I am not trained in todays wire or wireless communication technology. All of the transmitters and receivers that I worked on have been melted down, or reside in a museum somewhere. However I believe the next gee wiz technology will be voice over IP. Somehow we'll break up our voice patterns into little packets of ones & zeros, transmit them over various and sundry communications paths. Then at the other end -- gather all those scrambled packets, recombine them into what (hopefully) does not sound like Mickey Mouse talking in a barrel. Anyway, that's another field that Ericsson could excel in, if they don't screw up. Regarding xDSL itself -- the big outfits, like Ascend, Cisco, Ericsson, are taking over. I made some money in companies like Pairgain, Westell but they are hurting right now. Two very interesting threads are -- Last Mile Technologies, and ADSL (G-Lite) for Dummies, Subject 4754 Subject 23843 This is an outstanding source of information (sign up is free) xdsl.com Thanks for the response, BTW I enjoy your posts on the QCOM thread. Best, Mardy.

To: Clarksterh who wrote (2549)	1/17/1999 4:11:00 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

About access: This IP over whatever is also oversold. When the telex went kaboom! the PSTN coped with the growth of the fax. According to UUNET, 50% of the 'voice' traffic is fax over the telephone switch. When the internet came along the telephone switch creaked a bit but it is carrying the load quite well. Now what happens when the Internet explodes out of the North American and European? The other regions will present excelent opportunities to sell plain old telephone switches. Exactly what happened in North America and the Europe. All those South Americans, Asians, Eastern Europeans and Africans will be connecting over telephone lines. It is not going to be data over the air interface cable modems, MMDS ISDN or xDSL. These faster rates are most relevant to the 'first wave' Internet markets, North America and Europe.