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 (1228)	9/5/1998 2:44:00 PM
From: STK1	Read Replies (2) of 3178

Hi Frank How are you this weekend?The Voclf and Excel Agreement was very well diagnosed by you.It seems that the Real Big announcements were still yet to come.I like the Idea of this coming at a time that LU is also getting compatible with Voclf and that the Big carrier Like DT is still yet to make a big commitment to a carrier IP voice network.I believe that the Best is still yet to emerge in the DT Voclf relationship and With ECI and XCEL packing thousands of ports with scaleability and good old traditional features we may be on the cutting edge of market very soon.I don't believe the REgulators will alow the LEC charges that Bell wants through the Switch.That would change the regulation of the Lec big time.The posibility exist though and zi wonder if the actuall impact wouldn't be better in the long run anyway.The companies that provide switching and services may buy lease or cojoin in many other bigger ventures such as IXTC or the like to avoid the charges.This may set some back but the lecs would loose some revenues if they could not get in in time.I always figured who ever got in first with the biggest may well be the one to carry on if the market expands then a point of taper will provide much incetive to the general isp to come in.Companies like fnet and the smaller ones can make big money in a small market.I see ixtc and the likes those that have switches and maybe even cojoining providing many central points of acess but only to a degree before the FCC says the lecs can do the same if it bekieves that the bottom line is being pulled.This should as you said cause the many lecs and clecs to rush in soon.Voclf will as LU and Sume stand to gain a tremendous amount of revenue from any movement of the Bells.This will be the golden Horn for them and many companies.I hope to see things starting to spring backk very soon.

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