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

To: Kenneth E. De Paul who wrote (3688)	5/12/1999 2:55:00 PM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 12823

Ken, some good points you raised. I assume you are making the distinction between the generically-IP Internet Telephony variant, as opposed to the VoIP of a type which is predicated on traditional carrier emulation, here. Correct? BTW, if you could point to a good url that elaborates on the points made by CSCO last week, I'd appreciate it. Thanks, Frank Coluccio

To: Kenneth E. De Paul who wrote (3688)	5/17/1999 1:24:00 AM
From: wonk	Read Replies (1) \| Respond to of 12823

...This wouldn't be the first time a huge investment, like the analog cellular networks, was not found out to be a really huge loss. Respectfully, I disagree. First off Uncle Sam pays one back 35 cents on the dollar for all that capital infrastructure (tax shielding from depreciation). Second, I cannot foresee when the analog network will be retired - its ubiquity is invaluable. I can assure you that there has been more than an adequate return on invested capital for the analog system. ww