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

To: MikeM54321 who wrote (3524)	5/3/1999 9:37:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

>when Chambers currently puts so much emphasis on it. < Yes, he's taking quite a gamble by bashing traditional switched at this time the way he is. CSCO's own campus cannot be supported by their SELSIUS switch yet, much less there being public network interfaces in place to support such a move. Even his sales and mktg people are getting quite flippant about it, as my observations in the field have shown. Last February (1998) Armstrong made quite a splash at his conference in NY when he exposed ATT's plans for IP-ifying their clouds. He, too, made some aggressive statements about the trend to VoIP which led the audience to think in terms of imminent time frames. Now look at what T's position is on this, short of a few trial cities doing LD over IP. Embarrassing, I'd have to think... In contrast to T's reneging, see the following release concerning Cablevision's pursuits in this area: Message 9279231

To: MikeM54321 who wrote (3524)	5/3/1999 3:37:00 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 12823

MikeM - The stuff that I have been reading from Gartner Group recently confirms your thoughts along these lines. They see the convergence market coming, but think it will arrive more slowly than many seem to believe. They continue to contend that ATM networks will be required to deliver converged networks for the next few years, at least. I received an excellent piece on IP vs. ATM the other day, if there is interest, I'll be happy to post it.