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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony

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To: Scott C. Lemon who wrote (2744)6/2/1999 8:13:00 AM
From: Frank A. Coluccio  Read Replies (2) of 3178
 
Scott,

Your point is well taken:

"This is some amazing talk, that almost seems unreal ... too fast."

However, you know what they say about things when the seem too good to be true. Often times, they are.

The only proof going forward will be in the uptake stats [which are still very paltry], and the stamina that some of the smaller pure plays possess, while they, for the most part, are waiting for things to materialize. The larger players, of course, do have the staying power to wait out such transitions. I think that we will see some more takeouts soon, as the smaller companies in this space begin to gasp for breath.

And that will be good for the technology, to some extent, since it will consolidate the field of approaches being taken (which are rapidly approaching infinity, as you look from vendor to vendor in an endless number of product releases each day), and allow users to select from a more comprehensible assortment of choices. Some of the stuff out there today may be really "kewl" but a lot of it is foo foo and simply does not fit into any architectural frameworks, not even the IETF RFCs, which are communicable between disparate products lines and motifs.

In other words, there is a big compatibility problem today in this space, on many different strata and in many different dimensions, that must be resolved before any real commercial uptake ensues in a noticeable way, and that will only happen through some level of Darwinian effect. Comments welcome.

Regards, Frank Coluccio
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