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Technology Stocks : Net2Phone Inc-(NTOP)

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To: carreraspyder who wrote (1038)	12/15/2003 9:44:30 AM
From: Ed Flynn	of 1556

7:28AM Net2Phone a value play in VoIP -- Barron's (NTOP) 5.65: Barron's Technology Trader column highlights VoIP sector. Article says Sonus (SONS 8.10) and 8x8 (EGHT 4.69) trade at high valuations while a better value is Net2Phone. After raising about $63 mln in a secondary stock offering last month, the co has about $2/share in cash. The co is seeking out smaller cable-TV suppliers and offering to be their outsourced VoIP service. The upside for investors depends on how many cable firms Net2Phone can recruit over the next couple of years. Platinum subscribers see Briefing.com's recent Brief on VoIP.

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