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: Larry Abrams who wrote (476)	4/29/1998 8:52:00 AM
From: Frank A. Coluccio	Respond to of 3178

Larry, thanks for the acknowledgments. You ask good questions which I will try to address before hedaing out to the coppper mines. See my previous post which should serve to highlight the work being done in this area from a different perspective which is equally potent. Briefly, let me say that the programmable switch approach is necessary to preserve recent investments in the legacy environment while introducing newer VoIP features in a relatively robust fashion without loosing any of the advanced AIN capabilities that exist therein. Programmables are attractive to WAN voice resellers, specialized common carriers, and a new breed of network providers who belong to a sometimes disparate group of the CLEC/IXC genre. The router-based and access-concentrator-based solutions, OTOH, never had these capabilites and are striving to catch up with the programmables and the PSTN in general, but at the same time are addressing emerging directions of the Internet's accommodation of voice services on an integrated and newer level. Those are the distinctions as I see them, in brief. And of course, there are ample opportunities and situations which are better suited in the short term by "box" point solutions to bridge the chasm, as well, but these are not the ones that will solve the global-reach issues that a highly scalable solution demands in an economical fashion, IMO. These are all huge markets that need to be addressed, and they will each see their days in the sun, IMO. Marketechture will continue to play a big part in stock prices, as perceptions will be very important, as your references to your previous focus demonstrates. Merely being aligned with a particular paradigm will dictate who is buying their stock, and who has never even heard about them. The progammables are not cheap solutions, and demand a higher level of mastery of traditional telecomm, and often do not find favor in the short term from cash-strapped novices, which is how I would characterize many of the bleeding edge startups in this sector. The flip side of this is that the audience that follows the progammables are better skilled in PSTN matters, and they are NOT usually characterized as cash-$tapped. Later, Frank