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

To: DenverTechie who wrote (3471)	4/28/1999 7:48:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Denver, the transition from switched to IP may be elegant and inexpensive, like you say. Given that, what is the per-sub cost, fully loaded, of the original switched platform, taking the field units, the head end and all operating software into account? I'm looking for a 'per subscriber' metric here. Is it likely that any Cornerstone customer (cable operator) would go directly to the IP variant, without first acquiring the base platform that supports the switched mode, first? Curious. Regards, Frank Coluccio

To: DenverTechie who wrote (3471)	4/28/1999 10:03:00 AM
From: MikeM54321	Respond to of 12823

Re: Cornerstone's VoHFC Product and ANTC "...Cornerstone incorporates a new feature that provides for an elegant and cost effective transition between traditional switched architecture POTS and VoIP packet based POTS." DenverTechie, What a relief! I think it's very significant that AT&T knows they won't be stranded when VoIP becomes ubiquitous. I was starting to sweat a little thinking AT&T may be postponing deployment of VoHFC(I like that acronym) because of VoIP. One day the market is going to realize that ANTC(exclusive rights to sell Cornerstone in USA) is going to really make out like a bandit as AT&T spends their billions on upgrades. I can't fault ANTC because they make it clear in their press releases. It seems to go unnoticed at times and I'm sure the street does not believe it. But very few people know the details of ANTC-TCI-AT&T relationships like we all do. The details are what makes the ANTC future orders real. As I skim around SI, it's apparent there are few who know who ANTC is. And I consider SI investors to be much more informed than the Wall Street professionals! Thanks for the bit of important detailed information. MikeM(From Florida)