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To: George Papadopoulos who wrote (33909)	5/16/1998 12:34:00 PM
From: george willse	Respond to of 41046

George - From your Barron's article: "One of these "experts" says "voice over IP is a waste of fiber capacity. It's a little niche business that will remain that way. Wasn't this the same 'expert' that covered Alexander Graham Bell's first phone call??? Cheers, George

To: George Papadopoulos who wrote (33909)	5/16/1998 3:09:00 PM
From: STK1	Respond to of 41046

Barrons lead article to a gain of 17 dollars for voclf the following week.

To: George Papadopoulos who wrote (33909)	5/16/1998 4:48:00 PM
From: Mark Jenkins	Respond to of 41046

I bet the "experts" are paid lobbyists for the big telco's. Well, in my minds eye, we have arrived! The big boys are threatened, and they should be. Reminds me of the guy that approached the Swiss with a great idea....digital watches. The Swiss scoffed at it so the guy sold the concept to the Japanese. End of Story. PARADIGM SHIFT!!!!!!! MJ

To: George Papadopoulos who wrote (33909)	5/17/1998 2:02:00 AM
From: harold weglarz	Read Replies (2) \| Respond to of 41046

George , I do not normally respond on this board but the article you referenced amused me enough to drop some copy regarding the evolution of another product that is widely used today. The content may have merits in ones assesment when IP telephony is discussed. The product mentioned was forwarded by engineers at the bequest of William Hewlett.(of Hewlett Packard )Seems the imaginative mind of William Hewlett and comsumer demand for a hand held calculator won out ! Now is Frank Peters(of FTEL) as imaginative as William Hewlett ? I believe so ! Will comsumers ultilize a cost effective solution for their telephony needs ? I believe so ! Back to Lurking , Hal Weglarz >Introduced on February 1 1972, the HP-35 was the first handheld electronic calculator sold by HP, and the first handheld ever to perform logarithmic and trigonometric functions with one keystroke. In effect it was the world's first electronic slide rule. As opposed to later HP calculators, it has an x^y function, not y^x, and the trigonometric functions work in degrees only. It does not have a shift key like later models, but there is an ARC key for use with SIN, COS, and TAN to give their inverses. The story goes that it was made after William Hewlett was shown the HP9100 desktop calculator by his engineers, and asked for a version to fit in his shirt-pocket. At first, HP thought they would only make a few HP-35s for their own engineers, as no-one else would be interested. Then they decided to try selling it - and sold hundreds of thousands. <

To: George Papadopoulos who wrote (33909)	5/19/1998 2:40:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 41046

George, Re: Barrons Ordinarily I read these articles with a large grain of salt. And for good reasons. I scanned the article on the web site when you first posted the question. I saw a few stark errors which I initially attributed to typos (that's how bad they were), and resigned myself to taking a closer look at it later on. Yesterday SteveG posted the same article <some snippets on the VoIP thread> which I re-read, and then read the entire article today. I came to realize that the errors I first saw were not typos at all. Instead, they were actually evidence of blatant ignorance surrounding some key facts. Others were wrong assumptions based on the errors originally committed. Sure, there was some great theorizing on matters which they were in fact highly conversant in, the industry as it has evolved over the past 110 years, where they _thought_ it was heading, and why. But as far as VoIP went, I give them a " 3 " on the L.O.S. scale: Three Guys Lost in Space, without a tie line or a ring down. The way I determined that the errors weren't typos was by analyzing the underlying discussion surrounding some of the figures they were throwing around. With impunity, I might add. Very casual, and very sloppy. The conclusions they were reaching were based on some of the misinformation they were generating in the previous breath. Voilla: Noise! These folks (and I'm sure, many on their staff) are no doubt experts in benchmarking _traditional_ carrier metrics, both in financial performance and technical parameters. And that's all well and good. Except for one screaming fly in the ointment: They don't know how to benchmark, or even begin to estimate a baseline for, the future of Internet Telephony. And that, I would have to assume, scares the living hell out of them on a number of levels. If they can't, who will? This must be playing on them constantly for the basic fear that someone else actually will, which is a silly premise at this stage. How could they, or anyone else, demonstrate a prescience in the future of a paradigm which is born of chaos, heading toward more chaos, and when the founders of this thing can't even tell us where it is going, or where its ultimate potentials lie? I wont even get into what the mistakes were that put me over the top on this one. Evan might accuse me of throwing out teasers, if I did. <s> I do believe, however, that there are some incipient albeit relatively benign threats to VoIP from other technologies, but I am not in agreement with the article's principals' reasons for same. And the techs I'm referring to have been around for a while, they are getting better, and will coexist nicely with VoIP, in any event. So, not to worry for the long haul. However long happens to be these days. Best Regards, Frank Coluccio