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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 (659)	5/30/1998 2:34:00 PM
From: Guaranteed	Read Replies (1) \| Respond to of 3178

Frank , I am a Mitel fan ,from way back. Where do these guys fit into von - by the way , von in the Uk and Canada stands for the victorian order of nurses . Big time move by the stock the past half year , I assume the nurses didn't drive it . VON a long shot driver for this stock I think . Small business installations for now then semi takes over- comments appreciated .

To: Frank A. Coluccio who wrote (659)	5/30/1998 3:01:00 PM
From: RocketMan	Read Replies (3) \| Respond to of 3178

>>But then there are the larger issues of the IP routing and management paradigm that no doubt still lend themselves to the expertise and prowess that the Ciscos and Bays have mastered over the years<< Frank, do you really think that the Cisco/Bay expertise/prowess is what will lead us into the next generation of large-bandwidth near-real-time delivery of global audio and video? Even with ISDN, cable, xDSL, and all the alphabet soup you throw at the problem the basic clog at the access choke points may just grow to the point where the system collapses. It's one thing to wait forever for a web page to load, quite another for a non-internet user to have to wait while his voice packets get there, with no assurance they will even arrive. I'm wondering if the answer may be not be in larger and larger centralized networks and switches, but in decentralized terabyte-sized caching systems fed by satellite or fiber systems. along the SkyCache model. Not pushing SkyCache, as there are competing systems out there, and maybe Cisco and Bay are pursuing the same paradigm, but just wondering how we will eventually address the clogging problem, especially with the projected growth of VoIP traffic. Even if the caching systems have too much time delay for voice or video, they may relieve the major congestion, allowing better delivery of time-sensitive traffic. Your thoughts?