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코스닥시장에 등록된 VoIP(인터넷전화)관련주들이 주목받고 있다.                                                                     
                                                                                                                                   
인터넷전화 서비스를 해온 하나로텔레콤(하나로통신)과 솔본(옛 새롬기술) 씨앤                                                         
에스테크놀로지 등 관련 장비.솔루션 업체들이 대상이다.                                                                              
                                                                                                                                   
배경은 이달말부터 인터넷전화가 활성화될 것이라는 기대감이다.                                                                       
                                                                                                                                   
인터넷전화는 그동안 거는 것만 가능했으나 이달말부터는 받을 수도 있게 된다                                                          
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전문가들은 "받는 인터넷전화는 장기적으로 관련업체들에 모멘텀이 될 만한 사                                                          
안"이라면서도 "대부분 업체들이 인터넷전화 부문 매출 비중이 낮고 사업성도                                                           
불투명해 더 지켜볼 필요가 있다"고 조언했다.                                                                                        
                                                                                                                                   
<>VoIP 관련주 초강세                                                                                                               
                                                                                                                                   
1일 코스닥시장에서 VoIP 관련주들은 일제히 강세를 나타냈다.                                                                         
                                                                                                                                   
케이블 모뎀납품 업체인 서울일렉트론과 기업용 인터넷전화 서비스 업체인 솔본                                                         
이 가격제한폭까지 뛰었다.                                                                                                          
                                                                                                                                   
인터넷 화상전화용 ASIC(주문형반도체)업체인 씨앤에스테크놀로지는 10.83% 급                                                          
등했다.                                                                                                                            
                                                                                                                                   
벨코정보통신과 케이디씨도 4~5% 올랐다.                                                                                             
                                                                                                                                   
하나로통신도 한때 4.69%까지 올랐으나 외국인 차익매물로 1.88% 상승으로 장을                                                         
 마쳤다.                                                                                                                           
                                                                                                                                   
이들 종목은 인터넷 전화에 대한 기대감으로 강세를 보인 것으로 분석된다.                                                             
                                                                                                                                   
전날 정보통신부는 인터넷전화 사업자에게 공통식별 착신번호 070을 부여키로                                                           
하고 사업자 기준을 마련했다.                                                                                                       
                                                                                                                                   
이에 따라 이르면 이달말부터 지역 구분없이 인터넷전화 착발신이 가능해 진다                                                          
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인터넷을 통해 음성과 데이터를 주고받은 인터넷 전화는 시외전화와 국제전화를                                                         
 시내전화 수준으로 이용할 수 있지만 그동안 발신만 가능했으며,통화품질도 유                                                         
선보다 크게 떨어진다는 지적을 받았다.                                                                                              
                                                                                                                                   
관련업체 중에서는 하나로통신이 가장 주목받고 있다.                                                                                 
                                                                                                                                   
그동안 인터넷전화 서비스를 해왔으며 새로 신청을 받는 기간통신서비스 사업자                                                         
로 선정될 전망이다.                                                                                                                
                                                                                                                                   
씨앤에스는 인터넷 화상전화 사업에 진출해 최근 KT의 용역업체로 선정됐다.                                                            
                                                                                                                                   
시스윌은 KT에 VoIP 솔루션을 납품 중이며,서울일렉트론은 하나로통신에 케이블                                                         
 모뎀을 납품하고 있다.                                                                                                             
                                                                                                                                   
<>단기 실적반영은 힘들 듯                                                                                                          
                                                                                                                                   
애널리스트들은 인터넷 전화의 장기적 성장성에 대해선 긍정적으로 평가하고 있                                                         
다.                                                                                                                                
                                                                                                                                   
관련산업에 큰 모멘텀이 될 것으로도 보고 있다.                                                                                      
                                                                                                                                   
다만 단기효과에는 신중한 입장이다.                                                                                                 
                                                                                                                                   
동원증권 김성훈 연구원은 "음성망(전화)과 데이터망(인터넷)의 통합은 피할 수                                                         
 없는 대세인 만큼 길게 보면 긍정적"이라며 "소비자 입장에서 조금 싸다는 이                                                          
유로 번호를 당장 바꾸기는 쉽지 않을 것"이라고 지적했다.                                                                            
                                                                                                                                   
김 연구원은 "시내전화 사업자 5년차인 하나로통신이 이제서야 1백만 회선을 확                                                         
보했다"며 "비싼 접속료 원가와 기존 유선전화와의 번호이동성 제한 등도 걸림                                                          
돌"이라고 분석했다.                                                                                                                
                                                                                                                                   
업체별로는 아직 VoIP관련주로 분류하기 힘든 곳도 많다.                                                                              
                                                                                                                                   
솔본은 개인용 인터넷전화 "다이얼패드"로 유명하지만 이미 지난해 이 부문을                                                           
분사했다.                                                                                                                          
                                                                                                                                   
기업용 VoIP 서비스를 하고 있지만 매출비중은 15%선이다.                                                                             
                                                                                                                                   
시스윌도 전체 사업에서 VoIP부문은 10% 정도다.                                                                                      
                                                                                                                                   
시스윌 관계자는 "앞으로 인터넷 전화 발달에 따라 매출 성과도 다양해질 것"이                                                         
라며 "하지만 VoIP부문에서 당장의 수익성 개선효과를 기대하기는 힘들다"고 말                                                         
했다.                                                                                                                              
                                                                                                                                   
다른 솔루션.장비 업체들도 최근 진출한 곳들이 많아 수익성이 구체화되기까지                                                          
 시간이 걸릴 것으로 지적된다.