John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : John, Mike & Tom's Wild World of Stocks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Pitera who wrote (2673)	3/12/2002 3:24:12 AM
From: Jorj X Mckie	Read Replies (1) of 2850

I tend to go with Greenberg on this. The CSCO acquisition rumor for SONS makes the rounds two or three times a year. And every time it does, my comment is "ain't gonna happen". I think that SONS is definitely going to be acquired eventually, just not by CSCO. There are two reasons for this; 1) SONS wouldn't want to be acquired by CSCO and 2) CSCO wouldn't want to acquire SONS. There are business reasons on both sides and personal reasons on SONS' side. One thing though is that people who are wondering why VoIP isn't being deployed are really not doing their homework. Much of the hype is gone, but there is actually a pretty good installed base and it is growing. Many of the pre-paid phone cards that you see are going over IP networks as are many of the special LD rates that you get by dialing an 800 number first. It starts out as regular circuit switched PCM encoded voice, but then hits a CSCO, Clarent or SONS gateway and is converted into IP. BTW: I was in a meeting last week and the company had Cisco IP phones. I do believe that someday, native IP voice will be ubiquitous.....or at least the IP conversion will happen at the user premise rather than at a CO.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next