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To: equityanalyst who wrote (7727)1/14/2000 9:53:00 AM
From: Straight Up  Read Replies (1) | Respond to of 10081
 
25 Million Lines of Voice-Over-DSL to Create New Service
Opportunities, Says New Report From Communications
Industry Researchers

PR Newswire - January 14, 2000 07:45

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CHARLOTTESVILLE, Va., Jan. 14 /PRNewswire/ -- In a just-released report, Communications
Industry Researchers, Inc., (CIR) projects that by 2005, almost 25 million lines of VoDSL will be
deployed worldwide with only about a third of these lines being installed in North America. (See
chart) In all parts of the world, CIR envisions the users of VoDSL as mainly in the small business and
telecommuter segment.

But, CIR's new report concludes that Voice over DSL (VoDSL) represents more than just another
transport technology. Instead, it will be a major enabling technology for a new generation of voice
services for the small and medium enterprise (SME), telecommuter and small office/home office
(SOHO) market.

The new CIR report, Voice-over-DSL: A Market Opportunity Analysis, lists the new service
revenue opportunities that will be created by the spread of VoDSL. It says that VoDSL will provide
the means to deliver IP Centrex features that will allow innovative carriers to combine fixed, wireline
and time-shifted voice (voice mail) in new ways and for new applications. VoDSL will also enable
real time voice interaction with e-commerce applications. While some of these services are already
with us, CIR claims that it will open up the market by providing these services to end users who might
otherwise have had to use leased facilities.

A World of Opportunity

According to Voice-over-DSL: A Market Opportunity Analysis innovative next generation service
providers who seize on the opportunities created by VoDSL stand to generate significant new
revenues. However, CIR believes that it will not only be the service providers that benefit from the
arrival of voice-over-DSL. The new CIR report is especially bullish on the opportunities that will be
available from VoDSL when the leading software companies (such as Microsoft, Sun, Oracle, IBM)
team with the leading data carriers (Covad, NorthPoint, SBC/Prodigy) to enable new applications on
the VoDSL platform.

Voice-over-DSL: A Market Opportunity Analysis also foresees opportunities for equipment vendors
flowing from the VoDSL revolution. However, it expects that over the next few years, VoDSL will
increasingly become a standard feature of DSL devices. And the report goes on to warn readers that
they should not underestimate the potential of the new voice paradigm that VoDSL will create and
that this potential is not just in the U.S., but worldwide.

Voice-over-DSL: A Market Opportunity Analysis provides the reader with a complete
understanding of the service, software and equipment opportunities presented by VoDSL. This
includes market forecasts for VoDSL deployment in North America, Latin America, Asia and
Europe, along with profiles and strategic assessments of the leading vendors involved with this new
technology. In addition, VoDSL user requirements are analyzed separately for small business
enterprises, home offices and telecommuters.

The Table of Contents for Voice-over-DSL: A Market Opportunity Analysis is available at CIR's
Web site (http://www.cir-inc.com). The report is priced at $1,995. CIR's reports are also available in
PDF format at an additional charge. Further details of this and other CIR studies can be obtained
from Robert Nolan at 617-923-7611 or email to: rob@cir-inc.com.

Based in Charlottesville, Virginia, Communications Industry Researchers, Inc. was founded in 1979.
The company publishes market studies and carries out demanding custom market research
assignments on the commercial aspects of new communications technologies. CIR specializes in the
areas of network access, optical networking, network intelligence. It provides objective expertise for
the vendor, service provider and user communities that is client focused but not client directed.

Installed base of VoDSL Lines (000s)
USA Europe Asia Latin America Total
2000 284 128 135 57 603
2005 8,600 6,490 6,851 2,884 24,825

SOURCE Communications Industry Researchers, Inc.



To: equityanalyst who wrote (7727)1/14/2000 10:25:00 AM
From: RocketMan  Respond to of 10081
 
After over a year's absence, I'm back in. They have a great product, it was just premature a couple of years ago. With wireless becoming the next big thing, with Palm's IPO coming up, and with GMGC's management, I agree this is the year GMGC will either make it big or peter out. My bet is on its making it big.