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

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To: Gary R. Owens who wrote (2887)10/31/1999 11:33:00 AM
From: Frank A. Coluccio  Read Replies (1) of 3178
 
Gary, still here... after all these years, as the song goes. It was easier to post before the tornado struck. Please don't tell me that you know a vendor that has a voip product known as the tornado.. you know what I mean ;-)

There's a lot of noise in this space right now, with softswitch positioning, now, IMO, to stabilize matters somewhat. Do the companies you own belong to the softswitch consortium?

softswitch.org

Anyway, voip has now been asssimilated into so many so-ho and enterprise product spaces (where I've yet to see any signs of appreciable uptake, I might add), and the number or methods being employed are so diverse, it's become rather hectic to differentiate between them anymore, without some full time analysts working at it.

Furthermore, in my view there is still a ways to go before any of the carrier providers begin to make a buck during the shorter to intermediate terms, if they ever will, on the merits of voice, alone.

I'm certainly not looking dimly at the protocols, themselves, they will survive and prosper. But I now see the other dynamics at play which have sent normal POTs costs spiralling down, which was predictable, and this had had the effect of turning off the spigot of excitement, accordingly. The fact that some form of IP telephony will supplant TDM and PCM is irrefutable.

But the splash effect for the pure plays, IMO, is diminishing, for most, and in some cases, it has been extinguished, entirely. The major effects of voip over the longer term will be its mainstream contribution, at some point, and it will be indistinguishable to the human eye. When it gets there, you wont even know it, as it eases itself into position, transparently. All IMO.

Maybe these are some of the reasons for the low showing here recently.

Regeards, Frank Coluccio

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