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Technology Stocks : Net2Phone Inc-(NTOP)

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To: Mohan Marette who started this subject1/26/2004 8:05:53 AM
From: carreraspyder   of 1556
 
Cable Has Limited Window of Opportunity for VoIP and Telephony Services

biz.yahoo.com

Monday January 26, 7:03 am ET

Telco Giants Eyeing the Threat

SUNNYVALE, Calif., Jan. 26 /PRNewswire/ -- The Cable Companies in North America have an opportunity to double the number of Cable Telephony subscribers that they acquire between now and 2007 according to a report recently published by MRG, Inc. By using outsourced VoIP networks to maximize their coverage, the Cable Companies can increase the number of subscribers from 10.8 million to 21.2 million.

"The key to success for the Cable Companies in the Cable Telephony market will be the speed at which they enter this market," states Bob Larribeau, MRG Sr. Analyst. "By outsourcing services to areas that they cannot serve initially, the Cable Companies will significantly increase the market for these services and make it more difficult for the Telcos to respond."

MRG, Inc. has identified 8x8, Inc., Gemini Voice Solutions, Net2Phone, Volo Communications, and Vonage as companies that can provide outsourced VoIP services that will accelerate the availability of Cable Telephony services. The report, "Cable Telephony Business Case and North American Forecast -- 2004 to 2007," explains how outsourcing can maximize the success of the rollout of Cable Telephony services.

"The Cable Companies should strongly consider outsourcing as an important element in their Cable Telephony rollout," states MRG Research Director, Gary Schultz. "The Telcos are no longer sleeping tigers. The Cable Companies need to move quickly in order to minimize the impact of Telco counter strategies."

The report discusses how the Cable Companies in North America will roll out Cable Telephony services. It shows that there is a strong business case for these services and discusses the outlook and provides telephony-related revenue and unit forecasts for the major US & Canadian Cable Companies, and for related infrastructure product sales including OSS (Operations Support Systems), eMTAs (Embedded Multimedia Terminal Adapter), Media Gateways, Softswitches and CS (Communications Server) Equipment. The report also profiles over 30 companies including major MSOs (such as Cox, Comcast, Cablevision & others) and their unit/revenue growth rate; and the key suppliers, such as Cisco, Nortel, Motorola, Siemens, Terayon, Toshiba and others.
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