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

To: Frank A. Coluccio who wrote (553)	5/17/1998 2:45:00 PM
From: Jeff Pulver	Read Replies (1) \| Respond to of 3178

Hi Frank, I believe that the technologies represented by the Internet Telephony Industry will help grow the overall value of the existing US$800 Billion dollar Telecommunication industry to approx US$1.6 Trillion in a time span much quicker than it took for the Telecommunications Industry to have the current US$800 Billion dollar valuation. My time frame here is looking at the next 7 to 10 years. (But it may take longer.) > 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? I believe that this number is a combination of the items that you referenced above - and also represents next generation services not yet invented but, become available only because of the advent of Telcos / Service Providers who have invested in IP Networks. >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. I agree 100% with you. In fact - this was one of the main reasons which caused me to write the letter to Vice President Gore on April 8th. ( see pulver.com for a copy of the letter.) > BTW, your visits here are all too infrequent. Don't be a stranger, > hear? I/we greatly appreciate your input. Thanks for your feedback. I appreciate it. I generally spend much of my time traveling and in-transit and I don't have too much time to post to non pulver.com resources. Best Regards, Jeff Pulver Publisher The Pulver Report pulver.com