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: Jeff Pulver who wrote (552)	5/17/1998 12:28:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

Jeff, Thanks for once again bringing your much-appreciated and expert views to these pages. The one item that I would question at this time is the dollar amount you cite over the next few years: >>But it will be because of Internet Telephony Applications that the industry will grow to US$1.6 Trillion over the next few years.<< Please, most definitely, explain this one. 1.6 Trillion dollars, does this represent the replacement value or the actual billings for voice and mm apps, or is much of this the result from latent, pent-up demand to be derived from untapped and still uncultivated capabilities? And how will voice allocation be determined, in a m-m environment if we wanted to extrapolate this figure for comparison purposes? My point is that a new life form is taking shape here, as your explanations indicate, with its own set of DNA chains. Accordingly, it will be increasingly difficult if not impossible to continue making dollar related comparisons to historical benchmarks. Please provide us with a breakdown on this figure, if you would be so kind. BTW, your visits here are all too infrequent. Don't be a stranger, hear? I/we greatly appreciate your input. Come back... and, Best Regards, Frank Coluccio