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

To: Kenneth E. De Paul who wrote (2664)	4/29/1999 10:41:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

On the transition side, I'd be inclined to think that this space is already very crowded.The pure play Internet Telephony players (and the smaller VoIPs, alike) are being overshadowed in functionality by the more expensive verticals, such as your CSCO example, in good company with NT, LU and some other large integrateds. On the pure Internet Telephony side, however, while it has yet to materialize at the consensus level with a model, I do think that eventually there is still room in that space for future less-expensive pure plays to emerge, at lower prices. Keep an eye on some of those which are still in development stage, or the private ones like Clarent (I think they are still private) to go public. What I'm surmising here is that the device control crowd has already exerted a lot of pressure on the purist Internet Telephony would-be's, and the latter are yielding to those market pressures. In other words, many of the companies that would otherwise be pure Internet telephony plays are putting place holders in their plans right now, in order to do more of the same with VoIP where the money is hoped to be. I think it will be this way for a while, until there is sufficient head room on the greater Internet to allow unobstructed UDP like there now exists on properly engineered LAN backbones, and until the IETF can resolve some not-so-trivial protocol and political issues. Until then, I think that we will continue to see more private IP backbone nets supporting voice, using device controls, and continuing to emulate the PSTN in both functionality and look & feel.

To: Kenneth E. De Paul who wrote (2664)	4/30/1999 5:03:00 PM
From: Wallof Confusion	Read Replies (2) \| Respond to of 3178

Hello Ken and Thread: Submitted for your perusal: IPVC ipvoice.com Subject 22529 This one has taken off in the last few days. I'm not a "tech. whiz" but I am interested in the VoIP for the same reasons as Ken. I anticipate the industry to move on speculation and hope to tag along. A tech. friend of mine seems to think that the telco's already have the market tied up and user costs are reasonable. When you factor in the amount of people who are connected...the market may not be that large. It's not hard to "pick up the phone". Finally, he mentioned that there are many different "protocols" and eventually, in order for VoIP to work well, all users would have to use one protocol. I anticipate that eventually, phone, www, and television will be married into one service and I'm trying to get an idea how this stuff works so I can ride along with the change. Back to lurking, Gerry