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Strategies & Market Trends : The New Economy and its Winners
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To: Tom Kearney who wrote (9576)11/9/2001 2:54:58 PM
From: Bill Harmond  Read Replies (1) of 57684
 
Not storage or software but definitely backbone technologies like Juniper routers and optical suppliers.

The way I understand it there are two distinctive pieces to VoIP.

Cisco's technology is enterprise based. They make IP-based telephones and the equipment that connects them. Basically a replacement for the huge legacy enterprise PBX market dominated by (who else) Nortel and Lucent. This pretty much kills the market for new PBX equipment.

Sonus' is a technology that carriers can use to take voice calls coming into their central offices, combine them into IP and send them over IP (packet) infrastructure (Juniper, Ciena, etc), and separate them out at the other end into voice circuits again. This method is much more cost effective than the legacy Class 4 and 5 switches made by (who else) Nortel and Lucent, because packetizing voice no longer requires the carriers to keep an entire circuit open for each call. This technology pretty much kills the market for carrier circuit switches, though the installed equipment will remain in place for years and there are still some value-added services that the legacy stuff can perform that VoIP cant yet. That gap will close. Sonus's stuff will be used to off-load voice from the big switches to enable the latter to handle more data for the time being, and then will eventually replace them entirely.
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