Jatin,
"I wish the technology revolution will slow down a bit so that I can catch
up with some of the happenings<g>..
I related with your last statement to such an extent that it made me laugh!
Let me ramble a bit, if you will.
Some of the startups, true, enjoy the same kind of advantage over XLSW
as XLSW enjoys over the larger players, and for the same reasons. The
RAScom buy, as you note, will aid them in this respect to overcome their
more traditional ways. Agreed. And the maturity of XLSW will assure that
the RAScom approach has a chance at coming to full fruition.
What the other startups themselves must prove is that they not only have
more cost-effective solutions (if that is indeed the case, after considering
the other total cost of ownership factors in operating a multiprotocol service
POP), but that they also could remain viable beyond a shakeout, which
there is almost bound to be, in this space, IMO.
XLSW addresses not only the emerging convergence space (something
they've only been doing for the past year and a half on their own in earnest
prior to this last acquisition,, actually), but they also support all of the
traditional legacy service offerings of the Telcos/SPs as well (POTS,
ISDN, Conferencing, AIN/SS7, E911, etc.), especially AIN-related ones,
which many of the startups are loathed to even acknowledge, much less
support.
Regards, Frank Coluccio
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