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

To: Stephen B. Temple who wrote (2271)	1/5/1999 11:40:00 AM
From: Stephen B. Temple	Read Replies (3) \| Respond to of 3178

Making The LAN Connection -- New wave of voice, data wares on tap January 5, 1999 COMPUTER RESELLER NEWS: In the year ahead, VARs should get at a look a new wave of voice and data products from top equipment manufacturers-products that allow voice and data to flow simultaneously over a LAN. Lucent Technologies Inc., Murray Hill, N.J., plans to start shipping two solutions in this area: IP ExchangeComm and ExchangeLink. IP ExchangeComm includes call manager software for call routing and telephony functions and IP Exchange Adapter to convert phones and faxes into IP clients. IP ExchangeLink combines the call manager software, a 7-port Ethernet LAN hub, an IP router and an 8-port Lucent Exchange Adapter in an embedded PowerPC platform. 3Com Corp., Santa Clara, Calif., and Siemens AG, Munich, Germany, recently said they plan to launch a new company dedicated to developing these LAN telephony products (CRN, Dec. 14). Next quarter 3Com said it expects to ship the SuperStack II PBX 1000, a digital phone and the SuperStack II LAN Telephony Gateway. The SuperStack II PBX 1000 will be based on Siemens' Hicom 150E telephony communications server. A multimedia exchange for the SuperStack II LAN switch and Siemens' RC3000 SW switch, an enhanced LAN Telephony Gateway and Ethernet phones are due in the second half of 1999. Cisco Systems Inc., San Jose, Calif., and Northern Telecom Ltd., Brampton, Ontario, provided a few details about their LAN telephony products. Cisco said it should begin shipping an Ethernet LAN phone and a Windows NT-based PBX in the first half of 1999. A Unix-based server is expected to follow. Nortel said it plans to ship a server dedicated to performing telephony functions sometime in 1999. Voice-over-IP LAN products are not ready for widespread acceptance in the enterprise, said Jeff Wilson, director of access programs at Infonetics Research Inc., San Jose. "There's going to have to be some serious evolution in price, standards and interoperability [before these products can take off]," he said. Because the technology lacks those things and most enterprises' voice-over-IP attention is being paid to the WAN, LAN solutions are not "on the short list of 'to-do' items," Wilson said. Joe Greenhouse, vice president of sales and marketing at Norcom Inc., a VAR based in Manalapan, N.J., agreed. His company's midsize and large customers are focusing on installing voice-over-Frame Relay and voice-over-ATM products. Voice-over-IP LAN products are "something they won't even get close to " for at least a year or two, he said. Copyright c 1999 CMP Media Inc.

To: Stephen B. Temple who wrote (2271)	1/8/1999 8:16:00 AM
From: Stephen B. Temple	Respond to of 3178

Cisco unveils networking strategy for consumers PALO ALTO, Calif., Reuters Cisco Systems Inc. (CSCO.O), the largest maker of gear that links computers in networks, on Thursday unveiled its plans to tap the nascent market for home networking equipment, which could link everything from TV sets to furnaces into an integrated household system. The networking giant will first work with service providers to establish high-speed Internet connections into the home. This so-called ''last mile'' has been a stubborn bottleneck precluding the rapid adoption of movies-on-demand and other services that call for fat data pipes into the home. The company also announced plans to build a high-speed network with General Instrument Corp. (GIC.N) for AT&T Corp. (T.N) and customers of cable television giant Tele-Communications Inc. (TCOMA.O), which AT&T plans to acquire. The network will use existing cable lines. The system will offer customers the ability to watch television, send and receive faxes, surf the World Wide Web and talk on the telephone. Cisco will license its technology to consumer electronics companies such as Japan's Sony Corp. (6758.T) and Hitachi Ltd. (6501.T) to speed the development of gizmos that are connected to a network. Analysts foresee such developments as networked toys that will ''know'' their owners. Home owners may soon be able to water their lawns by remote, they say. ''This next wave focuses on consumers and enabling high-speed access to the home,'' said Robba Benjamin of Cisco, who is heading up its consumer line of business. Forecasts by market researcher Wedbush-Morgan see the home networking market increasing to $4 billion by 2002, while market research firm Forrester Research is forecasting the networked toy market will rise to $2 billion by 2002. While Cisco is well known among large companies, and 80 percent of Internet traffic is carried using Cisco gear, the company is not nearly as visible in consumers' minds. But Cisco has already launched an aggressive advertising campaign and will ''co-brand'' cable modems and other devices similar to Intel Corp.'s (INTC.O) ''Intel Inside'' campaign. ''Our awareness with consumers is still fairly low,'' Benjamin said, adding that the pact with AT&T will offer all-in-one Internet phone and television service over cable lines when complete. San Jose, Calif.-based Cisco, with $8.46 billion in fiscal 1998 revenue and net income of $1.88 billion, is the company that surged to a stock market value of $100 billion faster than any other. The consumer line of business is Cisco's fourth. It also sells its wares to large corporate customers, to small and medium-sized businesses, and to service providers such as cable and Internet service companies.