Voice-on-the-net (VON), VoIP, Internet (IP) Telephony Message Board

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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony

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To: rrufff who wrote (3153)	3/17/2004 8:05:13 PM
From: Ron	of 3178

Holding a little WQNI... getting some buzz on merger: Smart Money magazine 3-17-04 While the fledgling sector is certainly speculative, one vote of confidence comes from an unlikely source: Peter Lynch. The Fidelity legend who made famous the investing manta, "Buy what you know," holds a 10% stake in WorldQuest. Quote: "Today there are about 150,000 VoIP packet lines," says Charles Golvin, principal analyst at Forrester Research, a technology market research firm in Cambridge, Mass. "That's not necessarily people using PCs to make calls, but connections to VoIP boxes in substitution for a traditional network. Our forecast is that by 2006 there will be 4.8 million VoIP lines driven by cable operators such as Cablevision (CVC7) and Time Warner (TWX8). That's a lot of growth, but bear in mind that five million lines in 2006 still represents well less than 5% of the total number of households and number of lines. That means there is a lot more room for growth over the next 15 years." (Golvin doesn't own shares of WorldQuest Networks; Forrester Research doesn't do investment banking.) 1http://www.smartmoney.com/onedaywonder/index.cfm?story=20040317

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