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Technology Stocks : Net2Phone Inc-(NTOP)

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To: Mohan Marette who started this subject	9/19/2003 10:59:11 AM
From: carreraspyder	of 1556

NTOP tout on CNBC/David Faber, Rick Shottenfeld Rick Schottenfeld Schottenfeld Associates David Faber CNBC 09/19/03 - 9:46 AM... dramatically even at the current levels it is a profitable business with a good balance sheet, cash, no debt, so i think there is an opportunity over the next few years to ride this out long term into a significant move ... ...mark: another one is a chestnut, net2phone I think its time theres maybe been a positive effect on the business as a result of the problem that the cable operators have gotten in, because previously when their capital structures were better they might have gone to deploy voice over IP themselves. Now net2phone in partnership with cable companies is making an offering where they think they can go out and offer cable operators an opportunity to capture revenue opportunity. I think thats going to be an appealing proposition to firms like adelphia and charter. They dont want to divert money into capex to do this. Thats going to give them an opportunity to come in and make money from the revenue stream from cable operators. I expect over the next month or quarters that you will expect them launch... CNBC 09/19/03 - 9:47 AM... i expect over the next month or quarters that you will expect them launch partnerships with cable companies right now they re a partner in Puerto Rico with Liberty Media. John Malone is a principal and one of the largest shareholders in net2phone and i think there s an opportunity to see that ramp. david: Howard Jonas, as well. david: From idc by the way, it took off on your comments, its up 10 percent. Net2phone -- this thing has been on the comp for a long time, but they've done a good job with their business. Ive been down to their facility and seen demonstrations proving out a technology like this and looking at where a cable operator is willing to deploy is it is no small feat in telephony, where people are going to rely and count on it to work. There's going to be a process to make time one of the mis-- mistakes that people make is not waiting for technology to come to fruition ... david: a number of years...

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