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Technology Stocks : Internap Network Services Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Jibacoa who wrote (661)12/11/2003 12:01:29 PM
From: Jibacoa  Respond to of 1011
 
The VoIP business is just "gravy" over INAP's other business.<g>

But no doubt that it will help to trigger the coming upward move.

If you go to INAP's web-page and check under investor services and click on recent presentations, you can look its latest (December 3) illustration of VoIP.

"NSPs can't guarantee service beyond their networks, so no traditional NSP can meet the needs of an internet-wide application, especially VoIP"

"Only INAP can provide predictable internet performance and improve end-to-end latency by 35% assuring business continuity during provider autages.VoIP cannot afford downtime."

"75% of large enterprises are multi-homed and only INAP can provide a predictable internet performance and guarantee it."

Here is another link to the news about ATT decision to provide VoIP:

internetnews.com

Rumors have been going around for some time about relations of INAP with some of the telephone companies: (Bell South after it moved its headquarters to Atlanta),ATT,Spain's Telefonica, etc. (Just look at some of the messages in Yahoo.<g> )

At any rate, it seems that whatever company decides to provide a reliable VoIP service will have to count on or have some agreement with INAP.<g>

Another important issue regarding the need for INAP's reliability is shown by the statement by Dave Abrahamson:

"Government services are increasingly moving on-line and these applications require the highest level of reliability and performance," said Dave Abrahamson, vice president of sales and chief marketing officer at Internap. "Internap's business model, which intelligently routes traffic over the best performing backbone networks, is ideal for critical government applications and we're proud that the U.S. State Department chose Internap to support its vital applications."

I think we can expect some news in the near future that should help the stock to go through its initial resistance at 2.25

siliconinvestor.com

After that, the 2.33 level and the December 3 H at 2.63 should not offer too much of a problem.<g>

siliconinvestor.com

Bernard



To: Jibacoa who wrote (661)12/11/2003 1:58:34 PM
From: dawgfan2000  Respond to of 1011
 
So is Qwest...

Qwest launching Net phone service

By Karren Mills
The Associated Press

MINNEAPOLIS — Qwest said yesterday it has begun offering Internet phone service to some customers in the Minneapolis-St. Paul area, marking the firmest embrace by a Baby Bell of a technology that could undermine the traditional phone business.

Denver-based Qwest said it would expand the service to other parts of its 14-state area — which includes Washington state — in the first half of next year. The company would not provide price details.

"The future of voice communications will be based on the Internet, and Qwest is excited to lead the way for customers," said Richard Notebaert, Qwest's chairman and chief executive.

The technology, known as voice over Internet protocol, or VoIP, lets users make calls with a special phone or a regular phone connected to an adapter device. The phone or adapter is connected to a DSL or cable modem at the customer's home.

In a traditional phone call, calls are converted to electronic signals that traverse an elaborate network of switches. Regional carriers get paid for calls that pass through their switches.

Internet protocol converts a call into small packets of data — about 50 packets for every second of conversation — scatters them across the Internet, and reassembles them into sound on the other end of a call. The process can remove some network-access charges from the equation, leading to cost savings.

Long-distance carriers and big companies increasingly use VoIP to route calls. And several companies are offering consumers VoIP service, sometimes with unlimited calling plans at monthly prices $20 and more below the competition, not including the cost of high-speed Internet service.

But perhaps the biggest reason the technology threatens the Bells is that cable-TV companies are beginning to use it to offer phone service, enlarging the "bundles" they can sell to customers. Time Warner Cable announced such a plan Monday in conjunction with Sprint and MCI to fuel phone service in 31 markets — including Minneapolis-St. Paul.

USB Warburg analyst John Hodulik described Qwest's move as "inherently defensive" and predicted that Qwest would see some of its traditional customers switch to the newer technology.

"They're going to self-cannibalize, but the goal is to maintain the customer," he said. "So you'd rather make less money on a given customer but keep that customer versus having that customer switch providers."

Hodulik said he expects other phone companies, including AT&T, Verizon and SBC, to make similar announcements soon.

Because VoIP can link phone calls with other data, it makes several kinds of new services possible. Qwest said its VoIP customers would be able to:

• Go to a Web site and view a call log of missed, incoming or outgoing calls as well as dial with the click of the mouse;

• Specify call-forwarding locations for different groups of callers; and

• Schedule calls to automatically forward to an alternate number during designated times and days of the week.

Qwest also said customers eventually would be able to view and listen to voice-mail messages online.

The Federal Communications Commission has named a task force to study whether Internet calls are subject to the same taxes and regulations as calls using conventional telephones.

A federal judge in Minneapolis ruled in October that states should not be allowed to regulate Internet phone companies the same as traditional phone companies because doing so would conflict with federal law and could slow growth of the new technology.

story.news.yahoo.com



To: Jibacoa who wrote (661)12/11/2003 4:25:19 PM
From: EdR  Read Replies (2) | Respond to of 1011
 
Bernard,

Do you know if AT&T and QWEST's move to VoIP will bypass INAP or could the avail themselves of INAPs service? I don't completely understand what is needed. TIA

Ed...