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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: axial who wrote (3490)7/29/2001 5:52:53 AM
From: elmatador  Read Replies (1) of 46821
 
On the case of voice as part of WISP package. How "real" do you think this is?

Let me try.

Voice -in the business environment is PABX-based- has a strong position as it is today:

There is a lot of investment on PABX.
PABX voice is very reliable.
PABX's have nice features that any new platform have to include, call waiting call forward, detailed billing per extension, call logger etc.
There are costs beyond the technology aspects. If you need to port voice anywhere, and you need to change the phone numbers it is costly. You would have to print business cards to everybody, you have to inform all business partners, you would have to print all stationery. There must be a very very compelling reason to port voice to WLANs.

The ILECs and the telecoms vendors "The unholy alliance", have two cards up their sleeves to play against voice ported to WLANs:

Wireless PABX a.ka. Wireless Office Systems (WOS).
Fixed Wireless Convergence

I write 'up the sleeve' because they are dormant and just ready to be put into place: See please:

totaltele.com

Message 16136531

Fixed mobile convergence.

The wireless operators are being no rewarded by investors if they offer profitability. Measured as ARPU (Average return Per User). They are doing and will do whatever is possible to increase ARPU. Since businesses are very attractive for wireless, msi-world.com
they will not let voice run away to WLAN's.

So the case for WLANs as voice conduit is not very real, Jim.
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