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Microcap & Penny Stocks : DGIV-A-HOLICS...FAMILY CHIT CHAT ONLY!! -- Ignore unavailable to you. Want to Upgrade?

To: RocketMan who wrote (20662)	8/8/1998 12:19:00 PM
From: Secret_Agent_Man	Read Replies (3) \| Respond to of 50264

RocketMan, i was not going to rub any salt in their wounds but, now that you mentioned it!<vbg>

To: RocketMan who wrote (20662)	8/8/1998 1:32:00 PM
From: DianaX	Read Replies (1) \| Respond to of 50264

YAHOOOO!!! Congrats to all us LONG TERMERS who have the confidence in the company not to be swayed by the goings-on the past coupla months. Below is a repeat of my post last evening (I SWEAR I KNEW NOTHING! SERENDIPITY AT WORK) of an interview with the CEO of Northern Telecom--IT means ALOT more to us DGIVers now--"what a diff'rence a DAY makes". Evidently this CEO had DIGITCOM in mind when he spoke of INTERNATIONAL being the great proving ground! To: RocketMan (20563 ) From: DianaX Friday, Aug 7 1998 5:39PM ET Reply # of 20673 As Rocketman said:"The players are lining up, the deals are being struck, the major telcos are scrambling, and there will be a few moonshots in this sector, probably to be bought out later by the major telcos. " Well, we all KNOW IT but like to SEE the "Big Guys" admit it! Pulled this off another thread. Things are really heating up and TRANSOCEANIC ala DGIV VoIP is where it's beginning! Diana (Still Holding Long with No Whining!) >>>Interesting interview in IBD with Northern Telecom's CEO: IBD: How does the Bay purchase play into voice-data network convergence? Roth: I think the voice and data convergence is something we need to pay a lot of attention to. We also need to watch that we don't get carried away with a technology agenda. The way I look at it right now is that Nortel - once we acquire Bay - will be in a phenomenal position because we will have routing, circuit, fiber-optic and wireless technologies. Voice over IP (Internet protocol, for moving information on the Internet) is really lucrative as long as long-distance rates are high (for conventional phone calls). The voice bits travel at eight times the price of a data bit. In a transoceanic call, that premium is even higher. Voice over IP for international calling is an area where people can do what I call ''rate arbitrage'' - buy the capacity as if it were data, then put voice over it and have the voice travel at data rates, which would save you a ton of money. If the voice quality is a little bit worse than what you're used to, you're . . . getting this for less than 10% of what it would cost for a voice call. However, if you're looking in North America, long-distance rates (for regular phone calls) are coming down so fast that people look at it and think: How much am I really saving? Will I mess up the image I have with my customers in terms of being a quality company (because Internet voice quality lags)? I think the jury is out in my mind about how fast voice over IP will really grow. It still has technical issues. IBD: When will the quality problems of Internet calls be solved? Roth: We're going to start solving them with the transoceanic calls first. That reduction in price is really profound. I think that's the early market. Then the technology will improve from there. We put voice over our networks starting about four years ago. It took us about 18 months to make voice over ATM (asynchronous transfer mode, a common data networking technology) transparent to the user. It probably will take that long to do the same with voice over IP. But ATM is a technology designed from the outset to put voice, video and data over it. IP was never designed from this perspective . . . so we have bigger issues to work out. I figure it's going to take the industry 15 months to resolve those issues. It might take longer. <<<