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Technology Stocks : Dialogic ready to soar, funds buying

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To: Larry Tomblin who wrote (515)12/7/1997 4:34:00 PM
From: Jay M. Harris  Read Replies (1) of 674
 
FYI,

Bellcore To Start Internet Voice Protocol Company
(12/06/97; 1:00 p.m. EST)
By Gregory Dalton, InformationWeek <Picture>Bellcore, the former technology unit of the regional Bell companies, will announce this week the creation of a company that expects to provide the architecture for a new public Internet Protocol network dedicated to carrying voice.

The Bellcore unit, Soliant Internet Systems, plans to supply software that would apply the intelligent routing of the existing phone network to IP telephony, as well as address billing issues. Soliant expects to announce partnerships with telecom equipment manufacturers in the first quarter of next year.

The entry of Bellcore, which the regional Bells sold last month to Science Applications International Corp. in San Diego, lends credibility to the voice-over-IP market. But Bellcore disagrees with those who predict a convergence of the circuit-switched and packet-switched networks.

"We think it's divergent," says Jac Simensen, general manager of Soliant. By the end of 1998, he says, a new IP network, called a public packet network, or PPN, will begin to emerge--one that's completely separate from the existing public telephone network and largely independent of the public portions of the Internet. The PPN will have no circuit switches and have its own pipes, he says. "That's where Internet voice is really going to thrive" because it will be possible to control quality, Simensen adds.

But Bellcore's vision "runs counter to common wisdom," says Eric Paulak, an analyst at Gartner Group Inc. in Stamford, Conn. A new network, he adds, would probably be too expensive and difficult to build and run.

Separately, a Net telephony startup this week announced the availability of a service for settling payments between Internet service providers and phone companies that route calls over the Net. ITXC Corp., which is backed by AT&T and is headed by AT&T WorldNet founder Tom Evslin, plans to start service trials in February and roll out commercial service in the second quarter.

Regards,

Jay
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