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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (2675)3/12/2002 11:43:47 AM
From: Jorj X Mckie  Read Replies (1) of 2850
 
In that, Greenberg doesn't really understand what he is talking about. If you accept that one day, we will have a packet based network for all communications, including voice, it is then fair to compare the old telecom circuit switches. I am talking the Class 4, Class 5 and PBXs that LU and NT sold. There were only 2 companies that sold product in the north American market and then 2 or 3 more worldwide. That is because providing service provider quality products is not easy. And those products were cash cows for many years. So, then the next question becomes, how big is the softswitch market? And more importantly, what is their next play? The issue that I have with SONS is that if we have native IP voice at the user premise, then it is just an IP packet like any other and doesn't need any special equipment to reach the end location.
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