IP telephony projections: Excerpted from netinsider.com
"We're starting to see it pick up this year, in 1998. Certainly I'm looking by 2001, 2002, for somewhere between 15 to 30 percent of all voice traffic to be IP-based."
"I think around the world today it is, in fact, the major carriers, in Europe especially, that are providing leadership by rolling out the first wave of IP-based voice services." -- Jeff Pulver pulver.com
Major pure plays: quote.yahoo.com
IDT Corp. (IDTC) - perhaps the most successful co. providing Internet telephony to consumers.
Dialogic (DLGC) - according to press release, "the leading provider of scalable, standards-based Internet Protocol (IP) telephony platforms."
Inter-tel (INTL) - Vocal'Net IP Telephony Gateway named a Product of the Year by CTI Magazine.
Natural Microsystems (NMSS) - delivers "the industry's most scalable H.323-Compliant IP telephony platform" according to press release.
NetSpeak (NSPK) - Wall St. favorite, wireless IP telephony deal with Motorola, partnership with Bay Networks.
Vocaltec (VOCLF) - markets client/server solution for the ITSP market, including the Internet Phone(R) 5 and VocalTec Telephony Gateway(tm) server.
CTI = Computer Telephony Integration ITSP = Internet Telephony Service Provider
Some smaller players: Franklin Telecom (FTEL) Digitcom (DGIV) Linkon (LKON) Voxware (VOXW) White Pine (WPNE)
Philip
Disclaimer: Do your own research. Invest at your own risk. Information provided for discussion purposes only and not to be construed as investment advice. Information not guaranteed to be accurate. |