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To: Tulvio Durand who wrote (17384)9/26/1998 9:33:00 AM
From: dreydoc  Read Replies (1) | Respond to of 77399
 
>>CHAMBERS: Yes. At dramatically lower costs. In fact, I believe voice will be free in the future, as data and video are the majority of the load on the network. ...

What will the tellcos do when phone calls are free? If there ever was a wake-up call for Lucent, ATT, and Bells, this is it.<<

This is classic Chambers style, and actually a message that he and many others have been chanting for years. Those of us in the ITSP trade have been preparing our infrastructure accordingly. I believe Frank Coluccio has offered some of the most insightful and realistic input to the thread on this subject in the past. We're not there yet, but Chambers' claim of "inevitable" is not hyperbole. See SI's Voice-on-the-net VON thread for more.

As to the carriers' fear and loathing, don't kid yourself. There are billions getting poured into this across the board by incumbents and upstarts alike; The $80 billion voice market gets eclipsed in 5-10 years by the coming $300 billion (who knows?) data/voice/video market, where data far surpasses voice volume. I see Cisco, Lucent and Nortel smack in the middle of this coming wave. I see Ascend, Fore, COMS, Juniper, et. al. absorbed or squelched in the process. This is precisely the motivation behind Sprint's recent deal with Cisco to create their next generation network. The carriers intend to get their fair share.

JMHO.

dd