Moreover, the merger could accelerate the use of Internet protocol for all
forms of communications, such as voice, e-mail and fax. This would in
turn drive utilization of IP networks, such as IBasis (IBAS: news, msgs) or
ITXC (ITXC: news, msgs), said Rick Juarez, another analyst at
Robertson Stephens.
IBasis, which provides voice-over-IP service on a wholesale basis to
carriers, uses Software.com's software for its unified messaging offerings
and has a relationship with Cisco Systems. Shares of IBasis initially traded
as high as 24 but ended the day modestly lower.
ITXC, which provides a wholesale Internet telephony network, saw
shares jump 7 percent to 23 1/2. Tumbleweed Communications (TMWD:
news, msgs), which provides security software for Internet
communications, saw shares rise 1.3 percent to 56.
But a Software.com and Phone.com combination presents challenges for
other unified messaging providers.
cbs.marketwatch.com |
