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Technology Stocks : Net2Phone Inc-(NTOP)

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To: Mohan Marette who started this subject1/2/2004 6:55:35 PM
From: carreraspyder   of 1556
 
cable telephony rollouts, for 2004

"Senior officials from Time Warner, Cox, Charter Communications, Adelphia Communications, Cablevision Systems, Rogers Cable, Advance/Newhouse Communications, Mediacom Communications and Insight Communications all said they're preparing for major VoIP rollouts in 2004."

JANUARY 01, 2004

By Alan Breznick, Editor, Cable Datacom News

Western Show:

VoIP Moves to Center Stage for Cable

New video services weren't the only rage in Anaheim, though. There was also much discussion about new voice services as cable operators and tech vendors heralded the launch of the IP telephony era.

As several leading MSO executives made clear at various show sessions, VoIP will be the next big cable IP service.

Senior officials from Time Warner, Cox, Charter Communications, Adelphia Communications, Cablevision Systems, Rogers Cable, Advance/Newhouse Communications, Mediacom Communications and Insight Communications all said they're preparing for major VoIP rollouts in 2004.

"I think we see Voice-Over-IP as a great application," said Carl Vogel, president and CEO of Charter. Although he's not sure there's any single killer app these days, he said, "Voice-Over-IP could be the one thing."

In one panel discussion, Thomas Eagan, senior analyst for cable and satellite TV research at Oppenheimer & Co., predicted that "the bulk of cable operators" will launch VoIP service in 2004 because they can't keep achieving double-digit income growth without it.

**********

--list of U.S. Cable MSOs NTOP is in active cable telephony negotiations with, per Steve Greenberg, CEO,

Charter Communications
Adelphia
Brighthouse Networks
Insight Communications
RCN Corporation
Wide Open West
CableOne
Cequel
Bresnan Communications
Mediacom Communications
Insight Communications
CableOne
RCN Corporation
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