To: Howard C. who wrote (19501 ) 7/29/1998 4:39:00 PM From: RocketMan Read Replies (1) | Respond to of 50264
>>The information technology (IT) research firm notes that service providers in the US, and eventually throughout the world, are furiously gearing up for voice and data convergence on their networks.<< The "eventually" part is what DGIV is alreadt exploiting, international VoIP. The US market is too crowded, and too overrun by the giants and the competitors. >>The bottom line to this, the company says, is that the forecasted compound annual growth rate (CARG) in the market is 132 percent.<< Not a bad return, especially as we enter the end of the bull market. And keep in mind that this estimate is very conservative, since the year to date return has for Internet Telephony has been over 1000%!! >>According to F&S, since 1997, the definition of a gateway has shifted from "standalone box" to "integrated functionality." Inotherwords, the research firm says, what used to be seen as a distinct network element is now a module for existing networking equipment.<< DGIV's InterVoice Gateway Server plays right into this integrated functionality. It integrates voice, fax, and email. >>F&S' report notes that the introduction of commercial telephone-to- telephone services using IP gateways also came in 1997. The successful service providers, it says, will be those with comprehensive interconnection partnerships. << Yep, here again, DGIV's gatewars allow for telephone to telephone communications, without the need for using a computer. And partnerships is the name of the game, as far as DGIV's contracts. >>As readers might expect, F&S says that IDT, Delta Three, and OzEmail Interline led the services market last year. Most of the commercial activity in 1997, the firm says, was generated by next generation telecommunication carriers, << IDT = $25 per share OzEmail = $21 per share DGIV = about $2.60 per share Mmmm....