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

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To: Bill France who wrote (168)11/20/1997 12:49:00 PM
From: Frank A. Coluccio  Read Replies (2) of 3178
 
Bill, I think that it is fairly universally agreed to, by this time, that future real-time "anythings" on a par with constant-bit-rate and RSVP-like services will probably be available at some level of pricing premium.

In contrast, things that can be delivered by "best effort" only, or even scheduled on a delayed delivery basis, will be priced considerably lower. In many instances, these delays may only amount to several seconds or minutes, which are more than suitable for many fax and canned voice deliveries. Isn't there an ample opportunity for some cost reduction in this case, if an organization relies heavily on fax transmission? Stated another way, why would I want to "always" pay a premium when many of the transmissions that I send are simply routine reports or standard notices that are not time sensitive? In fact, many of the faxes that take place today through fax bureaus are overnight in nature for this very reason, and they are the least demanding of all.

IMO, there is a place for immediate-delivery platforms, granted, but there is also a large market for the store and forward variant for messages of many types.

Frank
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