VOIP spending in the next 1-2 years:-
I am not a blind pumper nor a blind long, but I share with Jrd the
same enthusiasm and assessment with regard to Sonus after having
done my DD. I based my assessment on the following:
- I believe that ALL carriers will have to upgrade their network to
VOIP before the end of 2007 because there are new apps on the market
beside phone VOIP that require absolutely QoS (and VOIP), for
instance Qchat/PTT and IPTV. There are also a number of other apps
for which VOIP will make the network more efficient, but I don't get
into more details (read here:
iec.org. Beside Sprint that
will launch Qchat in early 2008, all other carriers are also looking
at PTT because that will be very popular to a lot of people and it
will be a money making techonology. I think young teens will like it
because they can chat with each others at the push of a button, or
even hikers and bicyclists like me who want to keep in touch with
people in a group.
- Before this year, there is not really an incentive for the
carriers to upgrade to VOIP because there is not enough revenue from
VOIP phone and VOIP phone also encroaches into their traditional
revenue stream. The carriers were forced to offer VOIP phone this
year because companies like Vonage, Skype and cable started to take
away their customers. But starting in 2008, there will be at least 2
VOIP apps that will generate money, i.e. PTT and IPTV. Well if you
want to support those apps in 2008, when do you think you need to
upgrade your infrastructure?
- Some companies were waiting for other parts of the network to be
upgraded first before upgrading to VOIP because they will get more
bang for the buck that way. For instance, Sprint and VZW are
upgrading to EVDO Rev A, Cingular is upgrading to HSDPA/UMTS, T-
Mobile to UMA, etc. Now they are done with the upgrading...
- There is a HUGE need to merge wireline and wireless together in
order to be able to deliver apps such as IPTV and even data (massive
amount of data in the future). Not only that, there is also a need
to merge all different wireless technologies together because one
delivery mechanism is not enough to support roaming and lack of
coverage. For instance, FIOS/FTTP <-> cellular (HSDPA/UMTS, EVDO) <-
> Wimax <-> WIFI. And who has the technologies for FMC / SMARRT /
MSC Gateway? Hint hint.
- Upgrading to VOIP is peanut in term of cost compared to other
upgrades that the carriers have to do. For instance, Cingular
already spent 13B in the last 2 years building cell phone towers and
upgrading to HSDPA/UMTS; Verizon plans to spend 13B to upgrade to
FIOS in the next 2,3 years. Sprint plans to spend 3B for WiMax in
the next 2 years. I am just hoping that each carriers spend a few
hundred millions on Sonus VOIP gear in the next 1-2 years and we
will be in heaven because Sonus revenue will be at least 1B.
- So upgrading to VOIP IS A MUST MUST NEXT YEAR. The question is who
do you believe will do it? It all depends on your dick size, short
or long, pun intended.
- from yhoo board by a_etique |
