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To: The Phoenix who wrote (332)	11/25/2000 4:16:05 PM
From: Paul Reuben	Read Replies (2) \| Respond to of 405

Now optical firms are flocking. H. Michael Zadikian, the entrepreneur who sold Texas firm Monterey Networks to Cisco Systems (CSCO) in 1999 for a cool $7.4 billion in stock....... smartmoney.com Didn't Monterey go for $500M+, and Cerent for the $7.4B???

To: The Phoenix who wrote (332)	11/28/2000 12:00:38 AM
From: Frederick	Read Replies (1) \| Respond to of 405

Thanks for all the painstaking research, but I am afraid that the term VoIP is too undefined to be meaningful. I looked at some of the customers on the list, and I know that some have deployed a Cisco (stratacom) ATM switching network to support their legacy voice traffic, so some are actually running voice, (possibly encapsulated in IP) over Cisco ATM. That really not what I had in mind. And the one announced (at Supercom) customer they do have for a true next generation, scalable, carrier class, packet-telephony solution is not on that list. So, we can quibble on what is or is not a carrier-class VoIP solution, but I still say they are not the leader in this particular area.