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 : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony -- Ignore unavailable to you. Want to Upgrade?

To: David Hurd who wrote (194)	11/26/1997 3:56:00 AM
From: crs	Read Replies (2) \| Respond to of 3178

Read company press releases carefully. The way I read ftel's press release, nothing will filter down to the bottom line and they are not in partnership with ibm. I know there are a lot of people here who like the technical aspect of ip tel, but my motivation is not to rebecome an engineer, but to make money by picking the right ip tel stocks. Not all these companies will make money. Most of these companies will not make money. It is not as likely that intl, idtc, ozemy, will wane befor ftel, nspk, and voclf. Just how far apart is the sound quality of this technology? You can beat yourself in the head with a hammer to squeeze out the last 5% of quality while everyone elso runs away with the customer base. It is a big market, however this does not mean that you will automatically make money. I read a press release or maybe a wall street journal article on this German company that is going to spend $500 million on their ip tel network. Oh yeah! well I am going to spend a bil on my system. May I ask, what in the hell does this mean. Before I forget. You ask how can voclf become worthless with this big cash infusion from Deutch Telecom? Business alliances fall apart every day. What if this gateway technology becomes a dime a dozen. One sounds like another. It is not like Dell who has the potential to sell a computer to every household in the US and then the world. The market for these boxes is not that big. How many gateways does a phone company need in a city to connect its clients to the internet? The money is in the operation of the boxes and not in the manufacturing of them.

To: David Hurd who wrote (194)	11/26/1997 9:26:00 AM
From: Atin	Read Replies (1) \| Respond to of 3178

Hi David, FNET is going to be one of many networks in the marketplace. There are myriad ISPs that are going to try to band together (or get bought up by phone companies as seems to be happening more and more), there are behemoths like Worldcom/MCI who have their own backbone etc. So while it is true that FTEL is going to sell many gateways to FNET, it is by no means certain that the FTEL Tempest will corner the market in this space, mainly because they just don't have the port density needed by the big players. My feeling is that FTEL is going to do fine in the small gateway market but I don't expect them to be shipping 96 ports and up in a box anytime soon. But there is a market for smaller port counts too and so there is reason for optimism. As far as standards not being important, I have to totally disagree. FTEL will be an island if they don't support the standards. I'm sure they aren't going to let that happen. And corporate managers are notorious for wanting "standards" as opposed to quality (MS DOS vs Apple) <g>. But FTEL will support the standards I'm sure - the question is whether they will also support the port densities. It is good that FTEL has an ATM story - but their OC-3 card has a bandwidth of 155 Mbps, their Voice side can only support maybe 3-4 T1 spans in the same box (4 boards per T1, 16 slots in a chassis) - that's not even 5 Mbps wasting a lot of bandwidth. They need higher port counts on the voice side to be bigger players in this space since soon someone else will be able to put an OC-3 card together with the higher voice port counts and come up with similar voice quality and much higher bandwidth usage. -Atin