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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (9835)	12/20/2000 4:06:13 AM
From: AlexGK	Read Replies (1) of 12823

MikeM, Voice over IP (VoIP) is here today and some carriers are doing it. I believe Level 3 is packetizing voice but (and this is an important but) they are only doing it in the core network (if anyone can comment on this, please do). Level 3 does not provide end-to-end services directly to customers, so they just need to manage a core network. As far as end-to-end VoIP (handset to terminating handset is all IP) I know it is being done within some companies - Cisco does at their HQ, but I don't know of any carrier providing it to end customers. The problem is is that today's MGC/softswitches do not yet have the ability to provide value-added voice services (and there is still the problem with QoS) such as CLASS (customer local access signalling services). Without this functionality, carriers can not expect this service offering to be competitive to voice services provided by the Class 5. Also, I don't believe that today's MGC/softswitches can scale to the point where they need to to support large local exchanges. Lastly, MGC's are also being used for niche applications today, such as, intelligently routing ISP dial-up traffic to underutilized POPs. To answer your question: IMHO - VoIP at the edge of the core network is happening today (where IP is used to transport voice, but not switch it) and will continue to increase. As far as end-to-end VoIP where a softswitch is used to switch traffic will continue to increase in corporate setting where the PBX can do this. However, I don't believe the individual customer will see VoIP in the home on a large scale (replacing POTS) for another 10-15 years. One last comment - 3G wireless may utilize MGCs/softswitches much more b/c, as I understand it, they are packetized sytems. Sorry for the rambling - it is early. AlexGK

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