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

To: Kenneth E. Phillipps who wrote (3382)	4/15/1999 11:15:00 PM
From: SpecialK	Respond to of 12823

great article

To: Kenneth E. Phillipps who wrote (3382)	4/15/1999 11:24:00 PM
From: John Stichnoth	Respond to of 12823

I love these "strategy" articles. This one got me thinking. It really points to the fact that all of the "edge" and "last mile" providers cannot remain independent, I think. The telcos want a single box or integrated set of boxes for each CO that will accept the various data from the customers' premises and get it out the back door over the best route. To do that they'll want to incorporate any last mile technology. The best way to do that is to buy the engineers--and there go FORE, and PAIR, and ADTN, and the FBBW players, etc.

To: Kenneth E. Phillipps who wrote (3382)	4/15/1999 11:33:00 PM
From: Techplayer	Respond to of 12823

Ken, Excellent article. Do you have any thoughts on last mile start-ups doing lan to optical networks? ie..developing carrier-class products for broadband service providers. The foundation of the company centers on the belief that the only real long-term access solution is based on optical networking. ..creating a system that enables service carriers to cost effectively capture the businesses that demand high bandwidth. Brian

To: Kenneth E. Phillipps who wrote (3382)	4/17/1999 1:27:00 PM
From: Darren DeNunzio	Read Replies (1) \| Respond to of 12823

"Who has the winning strategy?" One thing that the article clearly presented, is that Cisco has made a lot of people nervous. With ambiguous statements like the one below, I am amazed that the industry has managed to get this far. Though none would dispute Cisco's leadership in the router market, there are some analysts who question whether the Cisco 12000 is a true carrier-class product. “Cisco's strength is its customer relationships with the ISPs and its understanding of what needs to be done to build large IP networks, but the 12000 is not a carrier product in terms of being fault-tolerant and NEBS compliant,” What exactly are they trying to say! Cisco will be a major player in this industry, because they know what VoIP stands for. Thanks Ken, I really enjoyed the article.