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 : Excel Switching Corporation (XLSW) -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (7)	11/11/1997 4:03:00 AM
From: SteveG	Read Replies (1) \| Respond to of 222

<- How do you feel about the need for Excel and SUMMA, and the like, to come up to speed with VoIP capabilities, integrated in their own switches? > Hi Frank- I think it will be inevitable that telco switches carry IP, and that Excel has almost invariably been working on a solution. <- If they don't, will it adversely affect their stock price? > <- What is the window they have to play in to get this done? > I don't think there is necessarily a need for a product say, in the next 3-6 months, but it wouldn't hurt (for PR/vaporware sake) More than a year without some type of product announcement may affect some business decisions, IMO. <- Who among this class are you aware of that is already doing this, if anyone?> If by class, you mean Summa Four and Excel, Summa is already reportedly involved. Most in this field would be crazy to not have some type of data solution, in particular an IP solution, in the works: techweb.com techweb.com techweb.com And the following (thanks to Pat Mudge) report from the LA Times with WCOM Prez. John Sidgmore: ========= "...WorldCom President John Sidgmore was a featured speaker at the Technology Summit, a Wall Street Journal-sponsored conference I attended recently in New York. "Where is telecom headed?" Sidgmore was asked. His reply: "Internet, Internet, Internet." Sidgmore pointed out that Internet traffic is growing at about 1,000% a year, while voice traffic is growing at only 10% a year, a figure that hasn't changed in decades. Sidgmore then surprised the audience with this prediction: "In 10 years," he said, "when you look at what's being carried by telecom lines, you won't even know voice is in there." Consider the fact that the U.S. market for voice-based services is $125 billion a year now, and his prediction takes your breath away. Sidgmore believes that the telecom industry will be a trillion-dollar industry early in the next century worldwide and that all the signs point to the Internet as the key to its expansion. Sidgmore noted, for example, that more than half of all international calls are faxes, and once Internet-based faxing becomes widespread, which should happen soon, that will punch a huge hole in the market of conventional telecom carriers. So will Internet telephony. The capability of the Internet to carry voice phone calls is limited now but likely to improve dramatically in the near term. New Internet telephony companies are springing up all over, mostly to capture the new business model of using corporate intranets to replace voicemail systems and PBX switchboards...." ================ Excerpted from: latimes.com; Regards- Steve