2.13.06: VoIP Report
3 analysts examine the VoIP sector in this 19 page report from The Wall Street Transcript.

  1. Consumer, Business & Carrier VoIP: Ari Moses, Kaufman Bros., LP

  2. The Impact of VoIP on the Communications Market: Jonathan Schildkraut, Jefferies & Company

  3. The Outlook for Voice Over IP: Troy Jensen, Piper Jaffray & Co.

    Topics covered: Voice and data convergence - Residential/consumer pricing - Market penetration - E-911 services - Virtual private networks (VPNs) - Enterprise marketplace - Average revenue per user (ARPU) - Wiretapping

     Companies covered: eBay (EBAY), Google (GOOG), Verizon (VZ), Time Warner (TWX), Cablevision (CVC), Equinix (EQIX), j2 Global Communications (JCOM), WebEx Communications (WEBX), Microsoft (MFST), Time Warner (TWX), Alltel (AT), Sprint (S), General Communication, Inc. (GNCMA), Talk America (TALK) and Lucent (LU).
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