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Technology Stocks : BLUE WAVE SYSTEMS-BWSI A comer in telecom -- Ignore unavailable to you. Want to Upgrade?

To: John F Beule who wrote (83)	3/17/2000 8:51:00 AM
From: Liatris Spicata	Read Replies (1) \| Respond to of 170

GET OUT NOW!- And enjoy the beautiful spring weather. Witness the ever vanishing bird migrations. But rest easy over BWSI. This is purloined from from an article by Carolyn Whelyn in today's Barron's OnLine Weekday Trader: <<So, where's the next gold rush? Some investment pros think it could well rest in Voice Over IP (VIP), or the ability to send and receive phone calls and faxes over the Internet. If so, names to watch include VocalTec, Net2Phone and Clarent. IP, or Internet Protocol, is a widely accepted technology for breaking down text, images, and sound into packets that are compressed and zapped over the Internet. That's better than Old World switch technology, which the Baby Bells use. The benefits: It's simpler, cheaper and faster. Transmitting Voice via IP is nothing new. But the technology's poor quality, including static and delays, was legendary. And carriers initially balked at the service, concerned that it would cannibalize sales of their bread-and-butter phone service. Result: Vendors and investors stayed away. But, that's changing. Voice quality is improving, and carriers are installing IP networks to generate extra cash from data communications services. "There's not a major carrier in the world that's not investing in IP," says Eric Zimits, an analyst at Chase H&Q. "The numbers are not huge, but the trend is going up." For sure. Market research firm IDC, which held a conference in New York this week, expects revenues from the retail VIP market alone to grow to nearly $19 billion in 2004, up from $1.6 billion in 1999. Now that the technology is viable, the huge long-distance market, the Internet and e-commerce may ignite it. (There will be 502 million Internet users worldwide by 2003, vs. 142 million in 1998, according to IDC). ... But today's 'killer app' is "voice enabling e-commerce," asserts Cynthia Houlton, an analyst Dain Rauscher Wessels. Answering customer queries online is much cheaper than via 1-800 numbers.>> :) Larry