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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 (3120)	3/15/1999 11:40:00 PM
From: wonk	Read Replies (1) \| Respond to of 12823

Frank: Thanks for that; a gentle reminder (to me at least) that there is little new under the sun, e.g., ...How it worked: When a talker on TASI ceased speaking, even momentarily, a channel was rendered inactive and "silent." At that point in time (plus a few milliseconds) it became available for another talker to use, taking advantage of available pause times between syllables and words. This exact technique is how CDMA narrowband systems derive much of their capacity advantage over the current implementations of TDMA-based systems. CDMA uses a variable rate vocoder which downshifts on the fly. If memory serves, the Labs statistical studies showed that only 40% (one-way) of the actual duration of a voice call contained necessary information. ...Ordinarily, during silent periods, the line would appear to go "dead." This would have caused talkers to blow into the microphone to test its liveliness, i.e., the side tone. If talkers did this, however, they would activate the gates to idle channels, seizing them, in effect, and shutting those channels out to legitimate talkers who were in need of one. With CDMA, the vocoder never shuts down completely (floor of 1,800 bps I believe) so this is less of a problem. Also mitigating the user's need to test the connection is the probability that the noise environment in which the conversation takes place will mask the perceived silence. Perhaps my little detour is off-topic, but your story got me thinking about average versus peak, and oversubscription on the network side of the interface. ...A related (maybe opposite?) issue that is going to cause a great deal of havoc on VoIP systems in the near future will be: Music On Hold. Another random element in the traffic engineering equation (g). ww

To: Frank A. Coluccio who wrote (3120)	3/15/1999 11:42:00 PM
From: Crazy Canuck	Read Replies (1) \| Respond to of 12823

Good Evening! I have been reading the posts on this thread for a short while now (about a week and a half). I freely admit that I do not understand much of what is discussed. I do know however that it is important, and what you are discussing here is paramount to the success of the Internet, and to the aspirations of many, many, companies who want to grow and evolve. What I am attempting to do is build a portfolio of quality stocks that are well placed to take advantage of the growing demand for speed, and volume of communications. I have a list of 24 companies that I believe are targeting the telephone, cable, broadband and satellite communication piece of this web. What I don't know is how to properly assess which ones are the true innovators, and which ones are the poor cousins who fumble in the dark trying to pick up from these leaders on what they should be focused on. I am asking for some recommendations on which companies you believe would be the best positioned to thrive in this area. Put it another way, if you only could buy three stocks and you were restricted to the communication arena - which ones would you buy? Any assistance or advice you could give me would be greatly appreciated. Thank you Crazy Canuk