Voice-on-the-net (VON), VoIP, Internet (IP) Telephony Message Board

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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony

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To: Atin who wrote (122)	11/20/1997 5:33:00 AM
From: Ron Kory	Read Replies (2) of 3178

So much time here has been devoted to the cost savings of a long distance phone call over IP versus the public phone networks. But will business use these services? Are corporations willing to risk losing a phone call to save a couple of bucks? I am not saying there is not a market for IP telephony but how fast corporations may utilize it remains to be seen (I think a long time). However, two markets where corporations will be active in IP will be in fax and store and forward voice. Fax is the perfect service to go over IP and this is one huge market: somewhere between 30-50% of international phone calls are fax. Store and forward voice (voice-mail) will be huge as well although we have not heard much about it yet. One way voice is easier to deal with technologically and there are many business applications for this as well. Privately held Open Port Technology (www.openport.com) is rapidly emerging as a company that will be a leader in the technology necessary to transport fax and store and forward voice over IP. It is one thing to send a fax over the internet; it is another for a carrier to be able to handle thousands of faxes a minute. Open Port is the technology behind UUFAX, the announced faxing service from UUNET/ Worldcom. I can assure you that there will be other very large companies getting into the fax and store and forward voice markets very soon. Frankly, I think these markets have much greater near term potential. This is a place where corporations will spend their money and reap huge savings. Two way phone conversations over IP is some time off for the corporate user. ron kory

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