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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE! -- Ignore unavailable to you. Want to Upgrade?


To: Marshall who wrote (28374)3/27/1998 2:30:00 AM
From: TheLineMan  Read Replies (1) | Respond to of 33268
 
Back to my last comments on ISPs providing VoIP ( or kind of) in Ben Barkers own words:
weinkrantz.com
The service quality of these offerings is not good enough for business use, because the Internet's TCP/IP architecture implies delays and delay variance that are unacceptable. This will change. As the Internet traffic grows, the major ISPs will accumulate enough traffic to justify their own fiber network. These providers will then have a tremendous economic competitive advantage, because their cost will reflect the thousand-fold cost/performance improvement that the fiber infrastructure offers. To handle the data at fiber speeds, they will use ATM switches. Unlike TCP/IP, ATM is designed to handle voice traffic. The voice service quality they will offer will be at least as good as the traditional carriers. A company will be able to
unplug its telephone system from the local telephone company, plug it in to its Internet Service Provider, and see its cost per minute go to zero........


The carriers, particularly the Regional Bell Operating Companies, should be very worried about this scenario. It threatens their very survival. .It is a battle that they cannot win over the ISPs, because of their large investments in obsolete plant and equipment and because their unionized labor force will not allow them to shed labor cost........

Finally, the potential overload of the Internet seems a bit far-fetched in the context of the enormous national oversupply of communications capacity resulting from the carriers' deployment of fiber.
It just so happens that Ozemail has it's own private network so does
Concentric their U.S partner. Is Ben Barker to be believed? He may have been wrong on Be There but he's dead right in this case.