SI
SI
discoversearch

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 : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: crs who wrote (195)11/26/1997 9:30:00 AM
From: Atin  Read Replies (1) of 3178
 
Hi crs,

Actually the money is in manufacturing them and operating them. The amounts may be different, but the manufacturers will be smaller gateways companies like INTL, NSPK, Voclf etc, and the operators will be MCI, AT&T etc. And then there will be Lucent which counts as a big manufacturer. And FTEL that counts as a small manufacturer and operator. And there are names that just happen to be forefront in my head. You are right that eventually the gateways will become comodities and the margins will fall, but by then there will be something new to play with.

As far as the market, if I predict that in 15 years all telephony will be done over IP like networks, then the market is huge. Lots of players, lots of fun, lots of money.

-Atin
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News