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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (4326)	11/15/2001 7:50:57 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 46821

Elmat, it's interesting to note that some observers are watching Microsoft closely, attempting to predict if they will eventually take their mission to the next level into the service provider domain. It remains to be seen how various perceived incompatibilities at the messaging (instant messaging) and other application niches will play out between Microsoft and AOL (and other) SIP variants, and how this might affect the overall uptake of their SIP adaptation. To a degree they've already ventured into the SP space through MSN as an on line service provider. At issue now is whether they will attempt to leverage what could be a dominant position for them in voip through their embedded session initiation protocol (SIP) in XP. If not as a competitor who goes head on as a next gen telco, then as a specialized communications applications service provider, or CASP, to take advantage of other attributes of their new operating XP system and .Net. Who knows. They could even take a run at using softswitch technology to accommodate their own MSN dialup aggregation (PSTN offload) needs, like Level 3 is doing for other ISPs at this time, which appears to be Level 3's biggest revenue producer in that area, to date.