<<... Grubman, a managing director of Salomon Smith Barney, who heads that firm's global telecom team...
".. all this mumbo-jumbo means is that data
networks carry much more mission-critical stuff than voice networks. If you
and I are conversing and the line goes dead, okay, fine, we'll call back. But if
you're running someone's global data network around the world -- for money
transfers, foreign-exchange reconciliations, inventory transfers and the like -- a
line going dead is a very big problem.
In 1996, when MFS bought UUNet, virtually 100% of UUNet's commercial
customers were connected to it with a T-1 line that handles 1.5 megabits of
transmission. Today, probably 33% of new customers signing up with UUNet
want OC-12 lines, which offer 36 times as much capacity. All this has
occurred in less than two years.
My point is, demand for bandwidth, fatter pipes if you will, keeps going up
and up and up from corporations around the world. Therefore, to be perfectly
blunt, voice over IP is a waste of fiber capacity. It's a little niche business that
will remain that way. And I bet that providers of voice over IP will be forced
to pay access fees to local phone companies within 18 months.
Castro: Let me add something. Outside the U.S., especially in Europe,
incumbents are the biggest providers of Internet access in general, and will be
the natural providers of IP telephony. They're not doing it now because it
doesn't make any sense.">>
real mumbo-jumbo ---
- voice call going dead is very grave concern and voice networks are built for very high availability; imagine dialing 911 and the call going dead all the time; this is life-and-death situation and much much more serious stuff compared to a mere billion$$ of paper floating around on the line.
- to bluntly state - VoIP, VoFR, VoATM and Voice over proprietary protocols had and still being used very much in the Enterprise networks bypassing telco since many moons ago -
right, does not make sense totally, mumbo jumbo .. |
