Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Net2Phone Inc-(NTOP) -- Ignore unavailable to you. Want to Upgrade?

To: carreraspyder who wrote (989)	10/12/2003 6:27:22 PM
From: carreraspyder	Respond to of 1556

Ntop presenting 11/5 -- Kagan voIP Summit KAGAN VOIP SUMMIT kagan.com · November 5, 2003 - Kagan VoIP Summit, New York, NY. Michael Pastor, General Manager of Net2Phone Cable Telephony, LLC, will discuss Net2Phone's business models for offering cable operators a cost-effective solution to deliver a fully managed hosted residential telecommunications solution to their customers. Net2Phone is currently running the first fully outsourced VoIP cable telephony deployment in conjunction with Liberty Cablevision of Puerto Rico. Despite the acknowledged potential of VoIP, the cable industry has, up until now, guardedly tiptoed its way into the IP arena. The evolution of IP Technology and IP's superior economics vs. its circuit switched counterpart has persuaded select operators to conduct more extensive field trials. But what will it take to push IP into prime time? Mike Pastor Vice President & General Manager Net2Phone Agenda Details Panel 1: 9:30 a.m. THE MISSING LINK: Telephony's Role In the Bundle The power of bundled services has long been accepted as conventional wisdom, but the cable industry is poised to become the first to capitalize on the full menu of video, data and voice services from a single source. While most operators are touting the influence of combining a cable modem with multichannel services, the addition of voice can provide a critical boost. How powerful is the full bundle? Can voice services make video customers more loyal? What are the economics of telephony and how will they affect cable valuations? Can operators risk a short-term drain on cash flow growth? Can the introduction of IP voice mitigate the CapEx burden? What are the strategies for speeding the return on investment? What is the competitive threat? What are the commercial opportunities? Panel 2: 11:30 a.m. IP TELEPHONY: On Your Marks, Get Set... The cable industry is poised to launch a new era with voice-over-IP phone services. The technology, long considered not-quite ready for primetime, is rapidly maturing and providing ample feedback on its readiness. Our panelists will provide a status report on tests, trials and deployments of next-generation telephone services. What are the early returns on trials? What are operators and vendors learning about the technology and how is it impacting strategic planning? What are the best models to reach customers? How is the battle over backup powering (network vs. consumer premises vs. none) going to shake out? Panel 3: 2:15 p.m. LIMBERING UP: Stretching the Capabilities of Voice-over-IP Voice-over-IP technology promises to provide tremendous flexibility to operators in how they deploy telephone services, but questions remain about the ability of the current gear to serve both very large and very small systems economically. Our panelists will address the flexibility of VoIP technology vs. circuit switched, examine the potential of the platform to deliver future video service and debate the role of distributed vs. centralized architectures. What needs to be done to deploy VoIP? How can operators avoid quality pitfalls in big systems? Can small systems be served from a single master headend? How can the IP platform be leveraged for future video and other advanced services? Panel 4: 3:45 p.m. THE NEW FRONTIER: Negotiating the Regulatory Tightrope Can cable-delivered VoIP services successfully avoid the regulatory burdens shouldered by traditional circuit-switched services? And how will the industry respond to challenges on the state and federal levels? What is at stake? Will the FCC maintain a hands off approach? How will MSOs maintain a balance with local regulators? How will the cable industry match the lobbying might of the Baby Bells? Is there a risk to drawing high-speed data services into the fray?