Charlie,
>>How are you this weekend?The VOCLF and Excel Agreement
was very well diagnosed by you. <<
Doing fine here Charles, hope the same goes for you. And
thanks for the acknowledgement.
>>with scaleability and good old traditional features we
may be on the cutting edge of market very soon.<<
Good old traditional features, indeed. All of which says
what, exactly?
To me it says that nothing here of substance is really
changing at all, yet, in this voip model, except the inter-nodal
transport protocol, for the most part. Instead of using the
G.xyz, we're now using a G.729 or 723.1 compression scheme,
interfaced to an Private IP or FR backbone, usually.
The other obvious effects of this revolution indicate lower
costs to users, which translates to lower gross revenues
for the same number of units sold, which would have been a real
advantage to someone who could have come in and done it all,
but not when everyone else is doing it. Oh, and a lot of inferior
sounding calls for the time being. No, there's got to be more
to this than we're now seeing. Would you care to elaborate
on what that eventual 'more' is going to be? I ask because it
certainly is not going to be a land of more when we reach
sub-cent pricing per minute, which is where we are headed at
this rate. For some reason in this space players rejoice every
time they announce that they are making less money per unit of
product. Yes I know the usual comebacks to this, I've stated
them myself from time to time, but at some point value add will
need to be injected into the schema, because plain vanilla
wont cut it for long in a marketplace where arbitrage has a
very short shelf life.
>>I don't believe the regulators will allow the LEC
charges that Bell wants through the Switch.That would
change the regulation of the Lec big time.<<
If the cited action by BellSouth doesn't actually lead
to charges that are collectable, then do you at least think
that the LECs might be successful in enjoining or otherwise
preventing the startups from deploying their services for
some period of time? I wouldn't ignore that possibility, even
though it might be futile. But you know what they say about
law suits, don't you? Anyone can file one.
Regards, Frank C. |
