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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony

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To: LAWRENCE C. who wrote (624)5/26/1998 9:27:00 PM
From: Frank A. Coluccio  Read Replies (1) of 3178
 
Lawrence, you say,

>>in some areas you already have two ways into the home: ISP from the local phone company and from the local cable company.<<

For the purposes of VoIP, the cable one is the one that interests me, since it could be set to always on, without the downside of continuous peg counts on the meter.

Of course, this is moot if I don't get the support upstream that I need, but my recon on this has been one of an improving environment, rather than the other way around. Suppose that it depends on the particulars, though.

>>And many large companies would be interested in VoIP if it saves them money.<<

No doubt about this being the primo numero uno reason right now, but at some point there will be price convergence with traditional POTS, and the advantage will lie with IP due to reasons we've already discussed here, plus some. Ubiquity, integration of multiple apps on the same GUI, persistence, etc.

Domestically, the latter reasons will probably overshadow the price advantage before long, and I suspect that price will continue to be the primary driver for international. What do you think?

Regards, Frank Coluccio
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