Dialogic ready to soar, funds buying 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 : Dialogic ready to soar, funds buying

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David R who wrote (436)	9/7/1997 10:54:00 AM
From: Crash	of 674

David, I disagree that Dialogic will not be a major player in the Global IP Telephony AIN Market. The following link will take you to the press release announcing the strategy that Dialogic will pursue with relation to the AIN market. summa4.com You are correct in stating that Dialogic does not have the CO and AIN experience to pursue this market. For this reason, the strategy of partnering and strategic alliance development will enable them to reach this market while spreading some of the risk to their partners. The Dialogic partnership program in place today allows them to concentrate on hardware, firmware, and standards development while companies like yours can focus on system integration and application development. This allows each partner to focus on their core business without spreading their resources too thin. Summa Four has over 40% market share in the AIN/CO open programmable switching market. If successful, this joint development program will produce a BellCore compliant AIN/CO ready Service Node that can support thousands of Dialogic voice/fax/data ports in a single cabinet with SS7 capability. The real test will be in Summa and Dialogic convincing their telco integrators to port applications to this new architecture. It is the applications and the revenue they produce that will really drive the product acceptance of this market. The most interesting aspect of the posting Jay provided, was the mention of the international settlement service utilized by the global telephony companies. This function allows for the process of financial settlement betweeen carriers when only one party is being charged for a transaction(voice or data). For example, when you place an overseas call, the charge appears on your monthly bill for which you submit payment to your local carrier. The settlement process allows for the foreign carrier to submit an invoice to your carrier for their portion of the call leg based on the agreed upon rate established by the carriers and the provider of the settlement service. Of course, the settlement service provider takes a cut of this revenue in order to provide this service. This generates the question of how this function of intercarrier settlement will take place in the IP telephony world? Without this process in place, the global IP market will be severly hindered. Each carrier would be required to negotiate seperate settlement agreements between every other global carrier. This could have serious impact on when IP telephony becomes universally available. Does anyone have any knowledge of any efforts in the works today by any company or government agency in relation to this issue? Just my opinion but having worked both in the AIN and CTI markets, I can verify that the future AIN/WIN markets exceed the CTI market both in projected revenue and quantity of voice/data ports. The reason that this is not the case today is due to the regulatory issues that hinder the domestic and international telecommunication markets. While the TeleComm Act of 1996 has taken away some of these domestic obstacles, much work remains in order to have a completely deregulated telecomm market. Just my thoughts and humble opinions. Regards, Crash

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next