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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (10618)3/1/2001 8:49:45 AM
From: MikeM54321  Read Replies (3) of 12823
 
"Wireless voice and voip are not to be considered mutually exclusive going forward, although the promise of IP voice in all of its glory is still a ways off, even on the most advanced wireless platforms. But we shouldn't view them as competing, since future wireless will support it, too."

Frank- I didn't word my comment about mobile wireless correctly. I see mobile wireless creating even less an incentive for "packet voice" (a term I use to describe VoIP in the local loop) to be deployed by MSOs, CLECs or ILECs. If you think the 100 year old twisted pair is already entrenched in the voice market to the tune of 100% domination, now you can add mobile wireless voice taking a piece of it too.

After reading your response about VoDSL, seems to me the idea of pushing a button on a web browser to talk to a sales person is about the last thing on an incumbents mind when it comes to capex spending decisions to roll out packet voice.

So I'm still here thinking it's just not going to happen. Does anyone else agree with this besides Ray? Or better yet, how about some disagreement?

My basic argument still stands. Why try to sell into a market that is already 100%+ saturated by a competitor? Local loop circuit-switched voice deployed by the incumbents(and now wireless SPs) is KING. Unless there is a huge cost advantage, why would any SP roll out packet voice?

Seems no matter how many times Cisco's Chambers says VoIP will be the future, I don't see what is going to drive it? I'm beginning to wonder how VoIP is truly rolling out at even the enterprise level. Is this even happening as Cisco seems to paint it is? -MikeM(From Florida)

PS Elmatador- Is VoIP dead?
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