confidential and privileged 1 1 israeli internet association march 8 th 2004
TRANSCRIPT
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Israeli Internet AssociationMarch 8th 2004
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Agenda
1. VoIP awakening – new paradigm or flavor of the month?
2. Market trends – what's new?3. Suggestions for the future – what do we need?
Consumer VoIP: Service Provider Perspective
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VoIP has become “Hot” againThe last 6 months have seen a re-awakening of the VoIP market
including:• Renewed press interest/coverage (NYT,WSJ, the Economist, etc.)• New VoIP trials/announcements by the major ISP/Cable/ADSL
providers (AT&T, Bezeq, Bell Canada, TWC, Cablevision, Verizon)
• Many positive analyst reports (Goldman Sachs, Merrill Lynch)• Increased share price of public VoIP companies• Increase in business activity as seen by public VoIP Companies
(Ports shipped, Revenue, announcements)• FCC to review the need to regulate VoIP
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VoIP going mainstream?
Technology Trigger
Trough of Disillusionment
Slope of Enlightenment
Plateau ofProductivity
Peak ofinflated Expectations
Time
Visibility
Where are we?VoIP
VoIP
Source: Gartner
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VoIP is going mainstream!
Convergence of:
• New breed of players• Ubiquitous IP access• VoIP in IP devices• New services – beyond the PSTN
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A new breed of players:Changes within the incumbents
• Cable MSO’s – going for the gold• ILEC’s – fighting back• Long Distance/International providers – fighting for their
life
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A new breed of players• What is a phone company?
Vertical integration and ownership of access and service.• Virtual providers: Starbucks as an ISP? Microsoft as a Phone
Company? Decoupling of access and service.
“Think about all the killer applications of the last decade -- email, instant messaging, web browsing, streaming audio,
ecommerce, Internet telephony – 1. You don't have to be a network owner to host these apps. 2. Not a single one was brought to market by a telephone
company or a cable company”.
David S. Isenberg, SMART letter #74 www.isen.com
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Ubiquitous IP Access
Technology maturity:• Wireline services – ADSL, Cable, T1, FTTP• Wireless – GPRS, WiFi, 3G New Providers: • Condos, Offices, Business Lounges, Homes…• New IP Hotspots ProvidersMaturing Demand• IP as a minimal requirement
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VoIP in IP enabled devices• PC’s: Software and Hardware solutions• Applications: Multimedia IM (Microsoft, Yahoo),
VoIP (Skype), Gaming• VoIP Devices: ATA, Home VoIP Gateways• Phones: IP Phones, WiFi Phones, Cellular phones• Home Gateway (DSL/Cable/Router/Firewall)• PDA’s: VoIP support
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New Services – Beyond the PSTN
• Inbound services – globally• Multimedia Sessions• Conditional forwarding• Multiple phone numbers – 1 account• Integration with Outlook• Multimedia messaging
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Ubiquitous IP access
New Services
New breed of players
VoIP CPE devices VoIP Opportunity
The convergence of these trends
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3 things are holding back the deployments
1. Regulation!
2. Regulation!!
3. Regulation!!!New Companies, New Players, New technologies, New ServicesSame Regulation?
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Example
ILEC(Verizon)
Israel Cellular(Partner)
LD(AT&T)
Israel International
(012)
Israel Local(Bezeq)
1-917-558-8044
US International(Worldcom)
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What we need1. New regulation for a new service Access vs. Service 2. New CALEA definition supporting VoIP3. Open environment for new types of:
• Service providers• Services• Technologies
