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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: zbyslaw owczarczyk who wrote (9466)	2/9/1999 5:34:00 AM
From: nord	Read Replies (1) \| Respond to of 18016

IP Telephony to Drive the Open Communications Revolution, According to Piper Jaffray Study Investment Banking Firm Expects Spending toReach $14.7 Billion on IP Telephony Solutions and Services by 2003, Driven by the Adoption of the Technology by Major Service Providers and Corporations' Need to Integrate Disparate Networks, Lower Costs and Offer a Broader List of Enhanced Services MINNEAPOLIS, Feb. 8 /PRNewswire/ -- Spendingon IP telephony-related software, hardware, productsand services will reach $14.7 billion by the year 2003, according to Edward R. Jackson, senior research analyst at Piper Jaffray Inc.That's one of the conclusions Jackson draws in ''The IP Telephony Report -- Driving The Open Communications Revolution,'' released this month. The first comprehensive study of the rapidly emerging IP telephony industry, Jackson's report outlines how this spending will revolutionize the ways in which we communicate for business and with each other. The 170-page document provides an in-depth examination of six separate areas of the IP telephony industry: enabling technology, enterprise solutions, carrier-class solutions, applications, service providers and professional end-to-end services. The report includes projections in each area for revenue growth, size of the industry opportunity, business models and potential catalysts and restraints. Additionally, the report discusses the technology behind IP telephony andthe new network architectures upon which these newcommunication networks will be built. Some of the report's most significant findings include: -- IP telephony combines the advantages of both the traditional voice networks with the advantages of the data networks. This combination results in the existence of a single, inter-operable network with quality of service (QoS), class of service (CoS), new services and scalable bandwidth; -- Traditional service providers are caught in the middle of a large scale convergence of voice and data, which has caused an immediate need for trials and testing of this new infrastructure. We believe trials will continue through 1999, with massive deployments to begin in 2000; -- The large data/telecom vendors will dominate the infrastructure market and smaller vendors will dominate the applications market. Alternatively, small and new carriers will be the ''introducers'' of the technology to the world, but the large service providers will make this a mainstream technology. The industry has yet to reach its true acceleration phase and, consequently, significant growth awaits its future; -- While toll bypass remains the dominant driver of the industry, eventually the enhanced services will take over as the leading driver of the 158 percent blended growth rate for IP telephony. These enhanced services include: Click-N-Call, Internet Call Waiting, UnifiedMessaging, Surf-With-Me, Collaboration, and Conferencing; -- Minutes of communication services traveling over IP telephony networks will grow from 70 million and less than 0.1 percent of all PSTN minutes in 1997, to over 70 billion minutes and 6.1 percent of all PSTN minutes by 2003; -- All segments of this industry are projected to grow at or above a 100 percent compound annual growth rate (CAGR) into the year 2003. Leading this growth wave will be the carrier-class infrastructure market with a 170 percent CAGR, followed by services at 168 percent, enhanced services at 125 percent, enterprise infrastructure at 93 percent, and enabling technology at 92 percent over this period. Regards norden