Voice-on-the-net (VON), VoIP, Internet (IP) Telephony Message Board

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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 (849)	6/28/1998 12:25:00 AM
From: Daniel G. DeBusschere	Read Replies (2) of 3178

Frank - Are the CLECs well positioned to take advantage of the new xDSL and IP technologies? Is the Sprint game a game for "BIG players" only? I live in California and PacBell is already complaining to the FCC that CLECs such as COVAD are cherry picking PacBell's business customers with DSL. Its starting to take down some T1s and ISDN circuits. Finally, if you think the current $150B local voice market will be only worth $60B then is it not obvious that the LECs (i.e. RBOCs) will find it tough to grow 10-15% while the CLECs which are starting near zero and cherry picking business customers will experience high growth rates? Best wishes, Dan

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