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

To: Darren DeNunzio who wrote (294)	3/17/1998 8:57:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

Darren, I'm not sure what the deal is with the codec licensing fees (I would be interested to know more about that myself) but from what I infer from the February BCR article, vendors are finding it easier to implement 729A than 723.1, because the latter involves cumbersome fee arrangements, and not the other way around, according to what the authors have stated. As for Siemens, they have been in this game at least since the fall of '97. If you click on press releases on the URL you posted, one of the PRs starts off with: "" BOCA RATON, Fla., Nov. 4 /PRNewswire/ -- NetSpeak Corporation (Nasdaq:NSPK) and Siemens Telecom Networks, (formerly Siemens Stromberg- Carlson) have signed an agreement which expands their existing OEM relationship. The new agreement will provide for Siemens to market all of NetSpeak's carrier-grade products and service solutions for Voice over Internet Protocol (VOIP) applications and provides for Siemens to include NetSpeak's technology and applications on the Siemens gateway platform. "" I seem to recall Siemens being in this at an earlier stage, however, but not much earlier - when the hype was just beginning. In any event, they are not a VoIP pure play, to be certain, as they are one of the many broad-based equipment manufacturers who will have to enter this space, whether they are philosophically aligned with the idea or not. That's the way it's going to be from now on. More recently I have seen evidence in ads that Siemens is souping up their own premises-based PBXs to handle VoIP, which is a smart thing for them to do. I imagine that they would begin incorporating ATM fabric under their IP offerings over time, making them a larger scale player for the carrier grade gear, just as Lucent and Ascend have announced. These are the kinds of giant steps that will hush the naysayers for good. Frank Coluccio