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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (2351)7/30/1999 6:37:00 PM
From: Smear_campaign  Read Replies (1) of 4337
 
Steve, I recall an article of yours mentioning Internet telephony (in particular Netspeak and Vocaltech) and their relative disappointing performances over the course of 1998. Although it may be early to try and figure who the pure play in internet telephony will be, do you see a leader? Is consolidation a strong possibility here, or are the CSCO's and LU's of the world destined to pull away?
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