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

To: Frank A. Coluccio who wrote (1446)	10/5/1998 9:34:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 3178

Frank - The part of your post that really got my attention was the following: "The main impact of IP telephony will be in the corporate network market, where it represents a real threat to telcos' leased line businesses. As part of the study, Schema interviewed over 500 businesses throughout Europe to identify how corporate sector use of IP services will develop over the next five years. As a result of this and other factors, Schema estimates that IP telephony use on corporate networks will grow from a virtually zero base today to over 2 million business sites across Europe by 2003. According to Duke-Woolley, IP telephony in the corporate sector will grow strongly, offering the opportunity to optimise bandwidth utilisation and introduce a range of new multimedia services: "The industry has been striving to deliver the inherent benefits of integrated voice/data networks all the way to the desktop for many years. Offerings to date have been only partially successful. IP technology now offers the opportunity to overcome the technical difficulties involved whilst at the same time introducing many new and useful services." " It is interesting to speculate about who is currently ahead in the rapidly growing area of IP telephony in the corporate network. Cisco would seem to have the inside track but when I look at current products being offered, I would have to give the edge to Nortel although Lucent has a strong presence. When I look at this market, Nortel's acquisition of Bay certainly makes a lot of sense even though that acquisition was seen as a negative by the street. Thank you for that post. It gives the investor much food for thought. Ken