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

To: mrclinton who wrote (1183)	8/26/1998 5:07:00 PM
From: Frank A. Coluccio	Respond to of 3178

mrclinton, They sure do. 20% of the ordinary shares, I believe. But this shouldn't be too surprising, since they are the largest PTT/Telco in EU, and their needs are many and diverse. They will likely use as many brands of voip gear over the next five years as they do multiplexers, echo cancellers, DWDM components, what have you. They'll diversify to distribute risk and to meet the dictates of technology-defined spaces, some broad-based, and some narrowly-defined niches. I'd say this was a broad based one in this case, and one whose price points in the remote access gear was unapproachable by the bulkier & stackable discrete "gateway" devices. When you use the dial in box as the voip element, you effectively cut out an entire secondary group of elements: the discrete, stackable gateways. The benefits of micro-based DSP integration as an incremental feature in an existing product, in a nutshell. Pervasive network management reach in an umbrella of multiple service types, using the telco industry's established signalling and nms standards, and speaking the language of the incumbents, also helps. But these are only my opinions. Regards, Frank C.

To: mrclinton who wrote (1183)	8/26/1998 5:59:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 3178

just to add some confusion to this discussion see the following press release taken from the VOCLF thread: Published by Israel's Business Arena August 26, 1998 Deutsche Telekom to Use VocalTec Products for New PC-To-Phone Service By Globes Correspondent VocalTec Communications (VOCLF) today announced that Deutsche Telekom will use VocalTec Ensemble Architecture products (VEA) as part of a new PC-to-phone service pilot to be offered by Deutsche Telekom's T-Online Internet service. This new service represents an expansion of Deutsche Telekom's Internet telephony service offerings. It also is one of several projects on which Deutsche Telekom and VocalTec are working closely to customize VEA components for new value-added services and applications. "Through this pilot we are positioning ourselves once again as the innovative leader in the field of Internet telephony. So far, we have concentrated on telephone to telephone connections via the Internet. Now we are expanding our trials to PC-based Internet telephony. This is another important step towards the integration of voice and data,'' said Detlev Buchal, Member of the Board of Deutsche Telekom. "In VocalTec we have a strong partner helping us to lead the way in promoting interoperability and standardization of hardware and software elements for Internet telephony.'' Deutsche Telekom is the third largest telecommunications company in the world and is Europe's largest Internet service provider. VocalTec engaged in IP telephony field. Published by Israel's Business Arena August 26, 1998