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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony

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To: Atin who wrote ()7/5/1998 11:35:00 PM
From: Frank A. Coluccio  Read Replies (1) of 3178
 
All,

Finally, an article that blends both DSL and VoIP. This piece brings up an interesting point about bundling. Which category, in your opinion, is most sensitive to the benefits <?> of bundling services and why? Is it the residential/consumer market or the enterprise market?

And how important will bundling be in the future, as carrier services and ISP services converge, and the services we now break out according to media dependencies (i.e., coaxial cable = TV; Telephone = twisted pair; cellular/pcs = over the air interface, etc.) become almost ubiquitously available under the umbrella of the IP model?

Frank C.
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ISPs To Become Telcos

Some Regional ISPs Look To Jump Into the Phone Business.

By Albert Pang

While large telephone companies have moved into the Internet
access business by acquiring Internet Service Providers, smaller
providers are entering the telcos' space by applying to become
Competitive Local Exchange Carriers (CLECs).

Brian Bird, president of Tidal Wave Communications, a
three-year-old ISP in Chantilly, VA, has invested $2 million in
Lucent phone switches after applying to become a CLEC. This
summer Bird plans to offer his access customers long distance
phone service.

Others are more aggressive. Having applied to become a CLEC, Megsinet has struck a
$200 million purchase agreement with Nortel to deploy a consumer digital subscriber
service (CDSL) that would allow Chicago users this fall to pay $69 a month for a 2Mbps
Internet connection on a regular phone line.

Megsinet plans to launch the service in most metropolitan markets by 2000.

79 percent of telecom managers prefer to receive a bundle of two or more
communications services from a single provider.
Source: The Strategis Group

One-third of these managers prefer to purchase a bundle of services that included
local telephony, long distance, cellular/PCS, Internet access, paging, and enhanced
data services.
Source: The Strategis Group
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