>>In 1997, worldwide IP traffic averaged 6.3 million minutes a
month. By 2002, it is expected to reach 8.8 billion minutes a
month. <<
That is over a thousand-fold increase. Let's say that estimate is tremendously overoptimistic, and off by a factor of 10. That still means a 100-fold increase in IP telephony traffic over the next five years.
If DGIV can grab even 10 percent of this traffic, that means almost 1 billion minutes per month. Let's say that in five years, the price per minute for international IP telephony has dropped to a penny (way cheap, today standard per minute charges are well over a dollar in many places). That means gross revenues of 100 million dollars per month, or over a billion dollars per year.
And I believe I am being fairly conservative in my estimates. That is why I firmly believe that DGIV will be a moonshot over the next year or so. Risky, yes, but with tremendous upside potential. The players are lining up, the deals are being struck, the major telcos are scrambling, and there will be a few moonshots in this sector, probably to be bought out later by the major telcos.
Now, if we could just get out of BB purgatory :-) |
