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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (18501)	10/29/1998 1:17:00 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 77398

Jorj, thanks for joining in on the IP telephony discussion. The key to making it work, as you and Gary point out, is the identification and timely (< 1/4 sec delay) delivery of the voice packets. Coincidentally, Newbridge Networks announced yesterday that it has the solution to voice packet ID in hand and will start delivering switches with this capability built in to them next month. If the NN solution is for real, it would seem they beat out CSCO and others in this race, and gained considerable competitiveness for their switch gear. Other than establishing some required infrastructure, what else is needed to enable IP telephony service? As for the future of switched networks, Gary indicates they would be the destination for voice packets after they are peeled off from the IP network. But, why pay the telcos for using their networks when one can plug the phone directly to the computer? It seems to me that the Bells have to transform themselves into ISPs in order to survive. Tulvio