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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 (2028)	11/27/1998 9:25:00 PM
From: rocky haag	Respond to of 3178

disney to be the next internet rage check out:http://www.go.com/

To: Frank A. Coluccio who wrote (2028)	11/27/1998 9:36:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

[continued from post # 2028 ] Of course I should also mention that the larger carriers aren't letting any grass grow under their feet when it comes to preparing for VoIP as well. They will hedge in this respect for the time being, I believe, and possibly pursue it with full vigor at some point as its benefits become apparent AND/OR if something else that suits them better doesn't prove in first. They will need to do this for interoperability reasons, and to secure the inherent benefits as they become obvious from the native capabilities that VoIP allows. IP, or ATM, probably matters not. Through DSP technology, we will likely see each of these in their native forms able to adapt to the other on the fly, anyway. The latter is already the case in cellular and pcs system designs, where handoffs and protocol compression translations are the rule of the day. No reason why this shouldn't be adapted for low bit rate terrestrial wireline systems as well. Whether it's pure VoIP as we know it today (how's that for an oxymoron?), or some co-mutation of ATM and IP voice, as the IETF and the other consortia and forums[a] unveil it, the next generation will undoubtedly be a compression-enabled low bit rate voice delivery system, and the larger carriers will surely be in the forefront with its deployment once they agree, once and for all, on a set of standards. For better or for worse. Finally, I'd like to point out that the foregoing here and in the previous part to this message are my opinions as they relate to public switched environments (PSTN and the GSTN, each as they relate to international direct distance dialing or IDDD), and not private enterprise networks. Those [intranets] are up for grabs, since most of them will elect to go with a single provider, or two providers with proven interoperability, and compatibility will not likely be the issue that it is in the public sector. Regards, Frank C. ps - I notice that rocky placed a Disney message in between my two messages, in case you are wondering where the other half is.

To: Frank A. Coluccio who wrote (2028)	11/28/1998 12:04:00 PM
From: Stephen B. Temple	Respond to of 3178

Frank: Thanks for the well thought out statements you made in regards to VoIP/LBR-ATM, and their possible longevity. With the available information out today, I don't see much of a selling point for cheap rates without the enhancements, like you said. Its going to be the product-corporations that embrace and offer a complete solution, from private networks(VPNs), to firewalls all under an IP condition. I keep hearing from corporations (in general, from 2 employees to 499) that don't maintain some kind of web presence, a "we have figured out that we don't need access/presence. The latest Yankee Group research, suggest that only 31% and 51% small-midsize businesses maintaining a web presence. The Y Group also brought attention to the fact that 55% and 66% small-midsize business don't even have access to the internet. With this in mind, IMO, its another flag to VoIP success outside the corporate WAN/LAN. I tend to agree with Jeff in the fact that interoperability could be years away, and your side of lbr-atm taking hold with the larger legacy carriers. Thanks again, lbr-atm research here I come. Any suggestions on where to go for general info? Regards, Stephen