Thursday, December 11, 2003
The Story Under the VoIP Story -- SMART Letter #91
SMART Letter #91 is up. Here's a teaser:
The Story Under the VoIP StoryRead the whole thing here.
by David S. Isenberg
These days there's a flurry of newspaper stories about VoIP
(Voice over Internet Protocol) every few days, as if VoIP
is going to save the telecommunications industry -- or
maybe the entire tech investment sector. The stocks of
Net2Phone and VocalTec and DeltaThree are surging. Today
Verizon's going to do it. Yesterday, Time Warner telecom
announced expansion of recent VoIP trials to all 18 million
customers. Last week Qwest announced VoIP in Minnesota.
But the larger story is not "new life for the telecom
sector." Quite the opposite. Because while VoIP will
probably be good in the long run for the tech sector as a
whole, VoIP will hasten the end of telephony-classic.
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