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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 (1004)7/20/1998 8:34:00 PM
From: Jeff Pulver  Read Replies (3) of 3178
 
Hi Frank,

I've taken a look at the postings you referenced and I agree with you.

Frankly I think it's great that companies like Ericsson have brought
to market Gatekeeper products that support H.323. The referenced
event at Voice on the Net Europe '98 (http://pulver.com/europe98) was limited to H.323 client software which supported RAS 1.0. In total - just five different products were used in the demonstration.

With regard to "interoperability" with regard to Internet Telephony Gateways, I would point people to the efforts of the IP Telephony MoU ( pulver.com ) which I started this past March.

Except for the public announcements between Motorola and Inter-Tel and between VocalTec and Lucent as of today there is no reason to believe
that the industry will see true interoperability between multiple vendors before mid-1999.

Gateway to Gateway interoperability and Gatekeeper to Gateway interoperability is different than the interoperability already demonstrated in Internet Telephony client software with other IP Telephony clients (PC<--->PC) as well as in the case of IP Telephony software clients when they interoperate with a Gateway product that supports H.323. (PC<--->Phone) In most of these cases vendors use as the benchmark "works with Netmeeting" rather than actually testing for 100% compliance of what is at the moment the current production version of H.323 (which is currently version 2.0)

When I look at Gateway to Gateway Interoperability one key things that
I'm looking for is whether or not the elements of the CDRs (Call Detail Records) are captured and shared between each of the gateways.
Frankly if the CDR information is not captured, it will not be possible to properly bill for the transactions.

Does any of this matter? I think so. I'm actually updating one of the Pulver Points ( pulver.com ) which addresses this
but basically I think that while some service providers don't mind single sourcing a vendor, the lack of truely interoperable Gateway products could have an effect on the 1999 sales of Gateways.
Also - if you are looking for mergers in the NextGen Telco Industry
between service providers - such mergers will be limited to those
companies who are using the equipment of vendors who interoperate
with each other.

Right now the only way people are able to get around the lack of
Interoperablity between Gateways it to connect to a traditional
Switch and use PSTN as common platform. But this has limited
applications.

Also the Gateway marketplace has become a commodity market and this will continue as the market evolves.

If a company wants to stand out in the IP Telephony space they will
do so because of their Gatekeeper and the feature set it represents.

And while H.323 has been touted as the standard for IP Telephony,
The field is still wide open as to what will become the "standard"
for IP Telephony trunking protocols. Right now the industry
is going thru a time when "Business Standards" seems to be creating conflicts with those involved in developing "Standard Standards".
And while H.323 will be supported in the endpoints - there are
forces behind additional protocols like SIP, SGCP and IPDC which
can't be ignored.

Hope this helps.

Best Regards,

Jeff Pulver
President/CEO pulver.com
pulver.com - Fall '98 Voice on the Net
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