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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony
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To: Atin who wrote (189)11/26/1997 1:15:00 AM
From: David Hurd  Read Replies (2) of 3178
 
Atin,

I agree with you that the competition will catch up quickly with the voice quality that the FTEL dvg exhibits right now. BUT, what FTEL via FNET is doing is building a network along the same lines, but somewhat different from INTL. These two right now are part of only a handful of PHONE-TO-PHONE networks that exist today. What matters most(at least to me) is the way the network is built, marketed, and expanded across the US and globally. Rapid expansion and solid partners are the keys to this networks and therefore the ftel's dvg success and staying power. I think you will see both in the near future, and the emergence of FNET as one of the leaders. So if this happens, and ftel is the sole supplier of the gateway, then the product will have a longer life cycle that you expect.

Correct me if i am wrong, but all of the standards, board features, and so called technlogical superiority these other company supposedly have mean nothing if their "voice qulity" doesn't stack up to the ftel's dvg. I can just see a corporate it manager saying to his boss "but at least its H.23 compliant." Timing is everything!!! Now lets just see what FTEL can do with it.

DH
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