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

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To: crs who wrote (202)11/26/1997 2:28:00 PM
From: elk  Read Replies (2) of 3178
 
crs, The feature that you refer to may well have to be included in most IP phones because the quality can change in the middle of your call. From what I understand, this is true of all competitors in this field and is more due to Internet Traffic than individual quality of the gateways.(Atin or Frank if you can give your thoughts on this,I'd appreciate it) These problems may eventually be taken care of, but in the meantime, it seems to be a necessity.

In regards to the hardware side, not being profitable, I respectfully beg the differ. Average profit margins between hardware manufacturing and the service side of the industry are not even comparable. Hardware averages anywhere from 50-80%, whereas the service side will be lucky for a 10% profit margin. Until the volume of calls reaches large volumes, the immediate winners will be more on the hardware side, IMO.

My one true critique of IDTC: as a Jersey guy, I can tell you that nothing good has come out of Hackensack, since Frank Sinatra, and he came from Hoboken!<GGGGGGGGGGG>

Evan
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