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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 (634)5/28/1998 8:37:00 PM
From: Stephen B. Temple  Read Replies (2) of 3178
 
Frank: As a researcher of this sector, its an honor to find such astute masters in decifering this technology. After I read the LU news a few times, I countered my thoughts with a few from Ken Persson who applys all the info on his home page. You will probably find his homesite quite interesting and informative even for somone like yourself.

His reply to me was in reference to the news and LU and others was stated like this>

Date: Thu, 28 May 1998 10:24:34 +0100
From: Persson Ken computertelephony.org
To: "'hi-temp@fnet.net'" <hi-temp@fnet.net>

Hi Stephen,
Thanks for the News about Lucent.
biz.yahoo.com
What will this do to companies like VocalTec, FTel/FNet, IDT and others ? Well, Lucent sure will have a great IP-telephony portfolio in 1999 but so will others. I think if you look at Ericsson, 3COM and Cisco others they too will change the way public and private IP-telephony will be handled.

In 1999 looking at traditional Telecom operators they will start using IP-telephony in their switches (not with stand-alone gateways but with built in PSTN/H.323 gateways on the backplane). Companies like Nortel (Meridian 1 PBX) and Ericsson (MD110 Consono) will provide
IP-telephony on the backplane mid 1999 in their PBX:s.

Big NextGen telcos will turn to traditional telecom/datacom suppliers for large scale platforms with management systems that will works for thousands of ports and hundreds of locations. Look what DeltaThree did, they will use the Ericsson platform:
ericsson.se

USA Global Link partner with 3COM to build their IP-telephony solution. I think you will see less of IPSP/Next Gen Telcos building their infrastructure with standalone gateway products. They will do it more and more with large partners that can deliver platform and management tools for both PSTN and IP. Supporting SS7 will be one of the key factors the industry speaks too little about. Central Management, QOS and all the other stuff is of course also important.

About putting up a hot news section, that's a great idea. I've not done it because of the time it will take to manage it. But now then I got CGI-support I will make it happen. I will make it in a way
other people also can submit news that will be available right away. Like a moderated newsgroup kind of thing. Cool hey!

About the low Lucent price per port $300 (in 1999 I presume). Howard Bubb, CEO Dialogic claimed at the VON conference in Boston that the VON industry will not have full blast until price per port is $250 and that will happen sooner than you think. I don't think anyone believed it would happen so fast as 1999, but the news from Lucent sure gives us hope. Be so sure that Dialogic and NMS will not stand still the next year. Dialogic recently announced that they will
support T.38 realtime fax in the DM3 product line. Fax is still the best IP-telephony application to implement and I believe T.38 will make international corporations to start using IP-telephony. Once
they start off with fax they will start looking at Voice over IP...

Stephen, I really appreciate any promotion my Web-site gets. Earlier this week I got a really nice link from Yahoo
yahoo.com that will give me some extra hits.

Regards
Ken computertelephony.org

Any comments on this Frank are most welcome.

Temp'
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