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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (8709)	9/13/1998 7:44:00 PM
From: Phil Jacobson	Read Replies (1) of 29382

VoIP - Voice over IP. Different than voice over the Internet. Most likely revenues are from fax and other non real time traffic, termination of international traffic from overseas carriers, and transport of IP voice over wide area private (corporate) intranets. Other than that there's a very mixed bag of research on whether people will buy voice services over the Internet as an alternative to 10 cents per minute high quality voice, a price that is still continuing to drop. There's nothing real compelling on this last one, but true and substantial savings available on the first applications I mentioned. Phil

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