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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 (2440)2/5/1999 7:48:00 AM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 3178
 
Hi Stephen,

With two densely packed fiber optic cables forming a self-healing ring, you could create a virtual colo just about anywhere. About ten years ago we introduced the virtual colo principle to some of the financials on WS, and to some of the smaller emerging carriers... POPs began popping up in some strategic locations for disaster recovery purposes, and as node points for neutral hand off.

The reasons that it's taken some time to catch on is probably due to the only-recent explosion, relatively speaking, of the several-orders-of-magnitude explosion in blossoming sectors, those which depart from traditional POTS and SNA, mainly those which satisfy the Internet meet point requirement.

Regards, Frank Coluccio

ps - thanks for the article. Which issue of Phone + was it from? These mags have a bad habit of not dating themselves. Maybe its staring me in the eye, but I can't find it.



To: Stephen B. Temple who wrote (2440)2/10/1999 10:41:00 AM
From: Stephen B. Temple  Respond to of 3178
 
Active Voice Demonstrates Convergence-Ready Messaging and Call Control Platform at PBX2000 Conference

February 10, 1999

SEATTLE, Feb. 9 /PRNewswire/Active Voice Corporation
(Nasdaq: ACVC), a world leader in PC-based
voice processing systems and Computer
Telephony Integration (CTI) solutions, today
demonstrated Voice-over-IP-ready (VoIP)
unified messaging and call control support
with Unity(TM), the company's Windows
NT(R)-based communications server. The
demonstrations were given at PBX2000, an
annual conference on enterprise voice
communications, held in Washington, DC.
Demonstrations included:

* A single Unity server simultaneously
handling calls from a traditional circuit PBX
and an IP PBX. A user calling through a
circuit PBX transparently sent and received
messages for users on the IP PBX and
vice-versa.

* Unity providing the single point of
administration for unified messaging and an
IP PBX. Entering a name one time in a single
network directory created a user's network
account; provided e-mail, voice mail, and fax
mail access; and activated and configured
the user's telephone.

* A general-purpose call control application
that let desktop users manage both circuit
and IP calls from a single, simplified interface.

"Convergence is about simplification, reduced
operating and maintenance costs, and richer
end-user features," said Robert L. Richmond,
Active Voice chairman and chief executive
officer. "Recognizing this, we have invested
heavily in a new, convergence-ready
platform that gives our partners the
competitive features they need for both
existing circuit and IP products. Because of
this, any transition from circuit to IP can be
seamless -- applications built on our platform
work exactly the same on either network.
And since we support a mixed circuit and
packet environment, our partners can focus
on a convergence strategy that respects
existing investments and really works for
mission-critical business communications
systems."

"Commitment to industry standards is a
critical ingredient in our partner and platform
strategy," said Kevin L. Chestnut, Active
Voice vice president of advanced products
and chief technology officer. "Our
demonstrations at PBX2000 used
'off-the-shelf' Cisco IP PBX software. The
demos were possible because both products
use the same standards. Certainly, standards
are reshaping communications. In the IP
environment, the end-point devices --
telephones, PCs, PDAs, and so on --
communicate directly with each other in a
standard way, so the role of the 'switch'
changes dramatically. The devices, the IP
network, and the network operating system
can handle most of the functions you
associate with a traditional PBX."

"With IP, we expect the focus of 'switching'
to shift from simply connecting a call from
one person to another, to intelligent routing
services based on availability, schedule,
location, device capabilities, bandwidth,
cost, and a wealth of other data available on
a converged voice and data network,"
continued Chestnut. "Active Voice plays a
key role here since Unity is built on top of
standard directory services and the standard
e-mail/groupware platforms that provide this
data. That's why we are so focused on the
right combination of end-user features,
platform services, and development tools for
partners."

"What this all means is that with
convergence, the value is in the
applications," Chestnut added. "It doesn't
matter whether you are selling a circuit
telephone system or an IP telephone system
or something in between -- a world-class
telephone system needs world-class unified
messaging and call handling on top of a rich
development platform. That product, that
platform, is Unity."

Unity provides access to e-mail, voice mail,
and fax messages at the desktop PC,
through a touchtone telephone, and over the
Internet. Designed to support key directory,
messaging, call control, and streaming media
standards, Unity provides both true unified
messaging (single directory and message
store) and integrated messaging (separate
directory and store) for leading groupware
products. Unity 2.0 supports Microsoft
Exchange and Outlook. Unity is built on a
communications server platform that provides
a framework for advanced features and
supports extensive customization and
co-development by Active Voice partners.
Designed for global deployment by the
world's leading communications companies,
all user interface components support
multiple languages simultaneously.

Founded in 1983, the Seattle-based Active
Voice has offices in Australia, Canada, China,
France, India, Sweden, The Netherlands, and
the United Kingdom. With more than 62,000
systems installed in virtually every kind of
business in over 60 countries, Active Voice
develops technology that helps businesses
communicate better. Active Voice products
are sold through a global network of
independent telecommunications dealers,
telephone equipment manufacturers, and
computer resellers. More information about
Active Voice and its products is available at
the company's Web site,
www.activevoice.com.



To: Stephen B. Temple who wrote (2440)2/10/1999 10:49:00 AM
From: Stephen B. Temple  Respond to of 3178
 
Juice-se-juice> voice-over-net sales questioned network owners close to the finish line

February 10, 1999

ISP BUSINESS NEWS - Voice-over-IP equipment
makers and most other companies that stand
to gain from IP telephony are perceived to be
cosying up to Tier 1 ISPs and other carriers
that own their networks, leaving smaller ISPs
and voice-over-IP start-ups in the cold.

In the long run this means voice-over-IP
vendors will give ISPs fewer credit lines for
their equipment, and hotter-than-ever action
on the mergers and acquisitions front, where
voice-over-IP vendors like VocalTec [VOCLF]
and Clarent will be eyed closely by data
networking vendors Ascend [ASND] and
Cisco [CSCO] that own relationships with
large data carriers.

In the immediate future, smaller ISPs might
have to part with the idea of selling
voice-over-IP services to their customers,
and wait for large carriers like PSINet [PSIX]
to develop the wholesale service for the little
guys to resell.

The reason IP telephony vendor attention is
shifting away from small players to large ISPs
and telcos is the pitiful state of the public
Internet that small ISPs and IP telephony
carriers use to transmit IP voice.

Uneasy Balance

"For a business-quality [voice-over-IP]
service businesses have come to expect
service level agreements and I don't
understand how to get those with an alliance
of over 100 carriers," says Andrew Voss, vice
president of marketing at voice-over-IP
vendor Nuera Communications. Voss laments
carriers like Princeon, N.J.-based ITXC, which
resells space on the public Internet to
wholesale carriers like credit card companies.
ITXC has 125 gateways in 26 countries,
owned by 36 different companies, of which
less than half are ISPs.

However, Voss' approach (no privately
owned net - no service) won't work in a
world where the global Internet is on the
verge of bandwidth glut, ITXC officers say.

"Everybody and their dog knows there will be
a fiber glut in a year and a half," says Mary
Evslin, vice president of marketing at ITXC.
"And it wouldn't matter if it's a managed
network or public Internet - all that matters
for IP telephony is bandwidth availability."

Uncertain if there would be enough
bandwidth on the public Internet for
high-quality IP telephony, vendors and
service providers interested in voice-over-IP
space are making inroads with carriers that
run managed data networks. Why? They are
the only ones making money off
voice-over-IP today. At the same time, voice
over IP vendors and service providers are
establishing careful relationships with carriers
that bet their future profits on the public
Internet.

For example, take Mountain View, Calif.
-based iPass, a provider of roaming services
to ISPs. The company began exploring the
voice- over-IP market about a year ago and
has even struck a partnership with ITXC.

"We wanted to get our foot in the door in
case this market explodes," says Karen
Chakmakian, iPass vice president of
marketing. "Nothing seems to be happening in
this space for now, so we are in the
wait-and-see mode. "

Nothing is happening, critics say, because
the only customers buying voice-over-IP
services are businesses, who want business-
quality services. Such services are available
only through service providers that manage
IP-capable networks end-to-end, such as
Herndon, Va.-based PSINet.

PSINet's Way

After testing the waters of the value-added
services market with the 1997 launch of an
IP fax service called Internet Paper, PSINet
decided to get into the voice market in
August 1998.

The ISP launched a PBX-to-PBX service
called IPEnterprise on Aug. 3, which enables
companies with far-flung offices to establish
an equivalent of " tie lines" - four-digit
extension dialup - over PSINet's worldwide IP
network. PSINet promised customers 50
percent to 80 percent savings on all long
distance and international bills if they paid
$1,595 a month for five lines and $2,595 a
month for 10 lines. PSINet has 55,000
business customers.

PSINet's path into the voice world indicates
how difficult it is for vendors to succeed in
this space.

The vendor that PSINet picked to provide
the service was better known for its data
gear - Ascend - not any of the established
telco or voice-over-IP vendors. Last Monday,
PSINet added Cisco [CSCO] to the vendor
mix as it entered stage two of its
three-stage voice-over-IP strategy.

Why Cisco? "It helps to sell in the channel
marketing," says Mark Fedor, PSINet vice
president of engineering. "Certain people
want to go with Cisco gear, certain peole
want Ascend gear."

Which spells bad news for vendors like Nuera,
Clarent, Vienna and other makers of IP voice
gateways, because it means to sell to
companies like PSINet, they might have to
start talking with well- known players in ISP
space like Cisco, Ascend, Lucent and Nortel.

Relationships with ISPs like PSINet might
become not-so- important, though, if
companies like ITXC prove successful. Watch
as ITXC-like start-ups disclose the number of
minutes they terminate or strike deals with
well-known long-distance providers. Also,
look for copycats entering the same space.

If ITXC demonstrates its business model is
viable in the long run, smaller ISPs will
become a very desirable market for
voice-over- IP gear and services. iPass is
testing a product that would enable ISPs to
sell voice-over-IP. iPass will offer it when
company officers are sure this is the
business where money can be made.

But while public data infrastructure is slowly
improving, voice over IP might hit the Tier 3
ISP market through wholesalers like PSINet.

The third stage of PSINet's IP telephony
deployment is code- named IPGlobal and is
targeted at ISPs and Internet Telephony
service providers that want to get into the
voice business. A time-frame for that stage
has not been set yet.

One of the largest revenue streams PSINet
has today is wholesale dial-up, a service sold
to ISPs with the need to service customers
nationwide and no desire to build a network
of their own.

PSINet plans to add voice-over-IP to the
wholesale dial-up offering, retrofitting all of
its POPs to handle voice along with data.

Data vendors like Cisco are already in on
these plans and are making moves to take
advantage of the trend.

"For IP phone, we have a product through
our Selsius Systems acquisition [October
1998] which in essence operates as an IP
PBX, and that becomes a very interesting
opportunity to look at and explore," says
Susan Young, Cisco marketing manager
working with PSINet.

There might be room for more voice-over-IP
vendors to get in, though. To get into
PSINet's Phase Three, Cisco and Ascend -
which Lucent plans to acquire by the end of
this quarter - will need to add carrier-class
voice compression and enable features like
call waiting. Striking alliances with these
vendors to deliver such features might be
the only shot at Tier 1 ISP market vendors
like Nuera and Vienna will get.