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Technology Stocks : Dialogic ready to soar, funds buying
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To: Howard Herskowitz who wrote (252)4/1/1997 1:30:00 PM
From: David R   of 674
 
>Dialogic will now have competition in Internet Telephony. See the following:

I do not think that Lucent is in competition with Dialogic. DLGC provides the nuts and bolts for telephony systems solutions. They do not provide the solutions. Lucent would be in comp with any Internet telephony provider that used Dialogic technology. The post does not say whose telephony bards Lucent is using. Are they building their own, or buying third party? Certainly all new telephony products will not be Dialogic based, but as the SC-Bus is well positioned for future CT, Dialogic is comfortably positioned as a leading provider of the hardware behind the up and comming telephony products.

> The announcement moves the status of Internet telephony beyond PC novelty to telephone carrier capacity, vastly expanding the potential market for calling systems over the Internet.

IMO: I do not see a market for phone systems over the Internet anytime soon. A company Intranet could handle the traffic, so Intranet phone systems seem reasonable. But I do not think many people would be willing to deal with the Internet bandwidth bottlenecks that would make two-way real-time phone conversations difficult at best (or impossible). Just tune in to a real-audio broadcast. With all of the gaps in the audio, Imagine the difficulty of having a two way conversation. Half of the conversation would be "huh, I'm sorry what'd you say".
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