COuld this be a reason for low stock price????
<<<Long Distance Market
The long distance telephony market and, in particular, the Internet
telephony market, is highly competitive. There are several large and numerous
small competitors, and we expect to face continuing competition based on price
and service offerings from existing competitors and new market entrants in the
future. The principal competitive factors in the market include price, quality
of service, breadth of geographic presence, customer service, reliability,
network capacity and the availability of enhanced communications services. Our
competitors include AT&T, MCI WorldCom and Sprint in the United States and
foreign telecommunications carriers.
Many of our competitors have substantially greater financial, technical and
marketing resources, larger customer bases, longer operating histories, greater
name recognition and more established relationships in the industry than we
have. As a result, certain of these competitors may be able to adopt more
aggressive pricing policies, which could hinder our ability to market our
Internet telephony services. One of our key competitive advantages is the
ability to originate and terminate calls to and from the gateway of an Internet
service provider, which allows us to bypass the international settlement
process and realize substantial savings compared to traditional telephony. Any
change in the regulation of an Internet service provider could force us to
increase prices and offer rates that are comparable to traditional telephony
providers.>>>
It looks like there are a bunch of big boys doing what NTOP does--given this however, NTOP has very strategic positioning with major internet presences. If you see NTOP on the net, why use ATandT rather than NTOP???
With such a huge potential market, it seems like there is room for more than one player--can NTOP be one of the players????
Also, anyone that is just trading this, it sounds like we are going to get a plug from a guy on cnbc today--may boost the stock. |
