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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony
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To: Frank A. Coluccio who wrote (470)4/29/1998 1:29:00 AM
From: Larry Abrams  Read Replies (1) of 3178
 
Your post # 470 is one the all time best posts I read on SI.

You explanation of the difference between a mere
IP Gateway and a full on carrier class programmable
switch was terrific.

Before the post I was watching the likes of VOCLF and
NetSpeak. Now I am convinced that SUMA and XLSW are
the companies to watch.

Looked at the web sites of both SUMA and XLSW. Like
you stated in the post, serious players will insist
that the programmable switch be "fault-tolerant" and
"redundant" SUMA uses these words over and over
in the web site. Yet I could not find these phrases
mentioned once at the XLSW site. Seems like SUMA, even
though smaller and money losing, has the technology edge
over XLSW when it comes to technology. What is you
opinion of the relative merits of these two companies?

ALso, there are a lot of questions surrounding the
SUMA - ETEL partnership. What company will ultimately
market the system? Who "brings more to the party"?
Stated another way, who is most likely to have the unique
technology, and therefore command higher margins?

Every day now, the big boys are announcing VoIP related
products, Ascend, Bay. And I am sure Cisco will announce
soon, if not already.

Market cap on both SUMA and ETEL are only $60M. How long
can they go it alone? Do they have the clout to set
standards?

Sorry to ask so many question. Feel free to pick a few and
leave the rest.
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