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: SteveG who wrote (557)	5/18/1998 1:36:00 AM
From: Frank A. Coluccio	Respond to of 3178

Steve, Just when I was getting ready to crash, this (1) shows up in my inbox. Thanks. See ya tomorrow. g'Night! Frank

To: SteveG who wrote (557)	5/19/1998 2:59:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

Steve, See my reply to a question on this subject on the Ftel board at: Message 4508490 The Best, Frank

To: SteveG who wrote (557)	5/21/1998 10:27:00 PM
From: Ray Jensen	Respond to of 3178

Hi Steve, I read the interview you posted a few days ago, and the replies to the questions have a number of contradictions. Here are just a few I picked out: <<Grubman: There's a huge shortage of bandwidth, and it will continue. If you own a lot of bandwidth, why would you commit it to what amounts to a penny-per-minute voice service when you can use it for data services that generate higher revenues?>> Hmmm, Shortages of bandwidth for a carrier that wants both voice and data revenues might be helped, not hurt by VoIP. It seems that with digital compression that allows 4 to 8 VoIP calls in the bandwidth of a 64 kbps DS0 (that would be used by just one circuit switched call), there is a lot of potential bandwidth savings with VoIP. <<My point is, demand for bandwidth, fatter pipes if you will, keeps going up and up and up from corporations around the world. Therefore, to be perfectly blunt, voice over IP is a waste of fiber capacity.>> I would sure like Grubman to elaborate more about how a 4:1 or 8:1 compression ratio turns out to be a waste of fiber capacity compared to circuit switched voice traffic. How does he think all the existing PSTN traffic is transported? I did not see the print copy of Barron's. Was the overall tilt of the article to cast aside emerging alternatives to the existing PSTN?? Ray.