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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: blankmind who wrote (10878)7/12/1999 2:06:00 PM
From: ynot  Read Replies (2) of 18998
 
blank, aptly chosen handle

idtc needs switches to add value
here is a hint, they are NOW one generation back

second point, there is an entire cottage industry doing VOIP brokering
the phone companies have been using this technology, and i suspect the big deal was how to integrate it to new value adds expected by their customers

WHEN, not if, the telco's buy the new switches (testing now) IDTC will have to compete with the other small guys in excess capacity market
by the way, Hawaii failed to answer the question as to how much of IDTC business is 'wholesale' and how much is corporate

convenient, this is the business that evaporates, very soon, imho
VOIP is actually pretty complex, not the service, but the combination of software, switches, gateways and the most important, billing

as for Walmart, not relevant to this discussion

good luck
ynot ;)
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