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

To: Scott C. Lemon who wrote (690)	6/3/1998 8:27:00 AM
From: Frank A. Coluccio	Respond to of 3178

Scott, your reply is indeed a welcome one here, and I thoroughly enjoyed the overlapping, contrasting and in some cases directly opposing views. You certainly are well prepared to engage such a discussion, and I feel that we can both learn something here. At the end of the day, if I am the one to walk home with the most new information, I'll be prepared to thank you in spades. I began immediately responding, and then took a look at the clock and considered all of the factors that were running in the background of my mind, and decided to defer to a later time. I can see where some statements I've (and you've) made are really contingent on whether or not the caching model is used in an autonomous manner, or one in which it is used in a highly orchestrated one. The latter, it would seem to me (unless I am dating myself again) is counter-intuitive to the Internet ethos, since chaos would dictate otherwise. However, before I concede any of my previous points [ which, in retrospect, could have been written with more safeguards built in ;-) ], I'd like an opportunity to analyze some of the precepts you've laid down, and prepare some counter-arguments where I think they are warranted, something I think you will agree is not a trivial undertaking. If, while we pursue this, we can keep VoIP and other deterministic- like requirements in the back of the mind, such as VoIP and multi-cast bidirectional conferencing, and other applications demanding of real-time network attributes, it will help keep the discussion relevant here, or at least demonstrate the influences that caching has on peripheral network expectations. I've got a little posting to do elsewhere before hitting the silica mines this morning, and would like an opportunity to address your reply later on today, or beyond. Until then, best regards, and thanks for this most professionally done contribution to the thread, which is another example of keeping discussions here 'above the line.' Later, Frank Coluccio

To: Scott C. Lemon who wrote (690)	6/3/1998 1:06:00 PM
From: LAWRENCE C.	Read Replies (1) \| Respond to of 3178

Scott, a key point you make is that you measure the impact of changes you make by adding the cache. The carriers will measure the amount of traffic over their nets. Individual subscribers will buy either a certain amount of bandwidth or bandwidth on demand according to some schedule. Customers will have levels of service available to them. This might be in the form of a dedicated level of service or bandwidth on demand. There are many private nets that handle data already. VoIP will be another feature. MULTIMEDIA DATA: Multimedia already flows over many data networks. Although sometimes it is not handled well. When my segment of the LAN saturated the repeater I had a big problem. (I've managed LAN segments that were part of large networks.) All the users in my building could not use that ethernet cable to connect to other segments of the LAN because the traffic was more than the repeater could handle. We had to add a bridge before the repeater to reduce the amount of traffic coming across to the repeater in our building. Managing traffic growth is a major part of a LAN/WAN manager's responsibiles. One way we handled high demand traffic flows was to put high demand local traffic flows onto their own segment of the LAN. VoIP Handling VoIP is what's relatively new. Home User Market: Essentially the home user has many level of service related choices: how fast a modem the user buys, how fast a data rate the home user's equipment can handle what kind of data rate can the user get with his ISP: regular modem, cable modem in the case of AOL whether to call through a local number which may take several busy signals before getting through, to call a number which is a units call, or to pay for a premium service connection In the case of a cable user, the cable company would have to decide how to allocate it's bandwidth. But in any case providers will have to monitor traffic flow and watch for bottlenecks as the ISPs have to do now. Many of the internet problems are bandwidth at the internet site problems. Popular communication sites with a large number of users like AOL or SI require a lot of bandwidth. Digital PCS Perhaps VoIP companys will offer companies with digital PCS low international calling rates to/from it's customer's cell phones. It will collect the monthly fees plus additional revenue for the low international calling rates. Then you don't have a pipeline problem to the customers for voice. It is common to see people using cell phones in malls or car phones. As Digital PCS usage costs drops, Digital PCS becomes more attractive to more users. In this niche you already have fraud management at that level. In any case we will have a hybrid network of VoIP communication and traditional data communication links. Lucky Lawrence

To: Scott C. Lemon who wrote (690)	6/4/1998 12:17:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

Scott, I downloaded your link, and will need some time to digest its contents during a short trip. See you upon my return, Frank

To: Scott C. Lemon who wrote (690)	6/4/1998 5:38:00 PM
From: Stephen B. Temple	Respond to of 3178

Scott: Appreciate the web site and your analysis. The advantage's of using a skycache are as follow, with a know entrepreneur "doug mahoney" behind it. skycache.com By receiving periodic updates of the most popular Internet Web and news traffic via satellite and bypassing congested Network Access Points (NAPs), ISPs and WAN/LAN operators experience a dramatic reduction in bandwidth usage, greater Internet response times, and a substantial reduction in communication costs. End users also reap faster response times since the most commonly requested Web site pages are stored at local servers. Just another Cache? Temp'