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Technology Stocks : IDT *(idtc) following this new issue?*

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From: carreraspyder5/12/2004 9:05:08 PM
   of 30916
 
voIP..for any fact/issue hounds ..

The wild card in assessing communications development lies in the speed with which consumers adopt VoIP:

1)
May 12, 2004
04:54 PM US Eastern Timezone

Cox Communications Issues a White Paper: Voice over Internet Protocol: Ready for Prime Time

--(BUSINESS WIRE)--
ISSUE
With multiple trials and one commercial VoIP technology launch complete, Cox believes that is ready for prime time. How will this impact its telephone strategy for 2004 and beyond?

cox.com

NEWS:

Today, Wednesday, May 12, Atlanta-based Cox Communications, Inc. announced it has published to its web site (www.cox.com/pressroom) a white paper outlining its telephony strategy and deployment VoIP technology.

PERSPECTIVE: VoIP technology has arrived. Driven in large part by Cox's commitment to customers and quality of service, Cox's VoIP architecture clearly differentiates the company from many other VoIP technology offerings that are currently available in the marketplace.

With more than 1 million residential telephone customers and 100,000 commercial customer locations, Cox will continue to extensively leverage its back-office systems, experienced people and processes for further VoIP market launches - without stranding the capital it has invested in its circuit-switched operations.

Cox will expand its phone service footprint via VoIP to commercial customers, thereby furthering its leadership position in voice amongst its peers in the commercial telecom marketplace.

The regionally distributed architecture allows Cox to introduce phone services to customers in markets where the economics do not support the cost of a circuit-switched architecture.

In the white paper, Cox outlines its strategy for deploying VoIP; highlights its VoIP architecture; examines cost comparisons of VoIP vs. circuit-switched technology; and highlights its success as a telecom provider.




2)

(long)

VoIP Summit - Full Transcript

May 1, 2004
By: Al Senia
America's Network

Industry experts foresee trouble on the horizon - as rules change and competition erupts.

Vonage, SBC, Comcast, etc.

QUESTION: A recent Goldman report predicts during the next five to seven years the RBOCs are going to lose to percent market share of consumer voice services as a result of Voice over IP introduction by cable services. Will the cable companies really penetrate deeply into the RBOC markets?

Comcast Corp. CEO C. Michael Armstrong

MR. ARMSTRONG: I think the quote actually refers to what we expect is about percent penetration on cable modem base. So it's a little bit different in terms of actual lines lost.

But the point is made the damage is still done to the RBOC business model. That's what we're expecting.

We do expect the cable companies to do the most damage here. We think the combination of having existing customer relationships, they've already got -- at that point they will have a base of video sub, a data sub, and they will be upselling telephony at probably very competitive price points.

If you look at the way they're starting to look at telephony, it's not necessarily a high-margin product to them. In essence it could be a break-even or even a loss-leader to protect the other side of their base. So we expect them to be very formidable competitors.

americasnetwork.com
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