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Technology Stocks : IDT *(idtc) following this new issue?*

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From: carreraspyder4/12/2004 8:19:15 AM
   of 30916
 
Kagan voiP Summit -- 4/21/NTOP

not on NTOP's website --

Kagan Research, the influential business of media analyst firm, is hosting the Kagan VoIP Summit, April 21 in New York City -- featuring 18 top executive speakers and the release of a new analyst report on the cable industry's emerging commercial services outlook.

kagan.com

Panel 2: 11:45 a.m.
The Bottom Line on Voice: Drilling into the Economics of IP Telephony
IP Voice promises to provide a critical boost to cable’s cash flow in the near future, taking high-speed data’s place as the primary driver of growth. Rounding out the triple play with the addition of IP voice will also enable MSOs to compete more effectively against satellite and the RBOCs while providing some relief to the industry’s endemic problem of subscriber defection. We will explore the overall opportunity for cable in the residential telephony market, the marginal economics and returns associated with various VoIP solutions and how the proliferation of voice will affect cable valuations.
· Thomas Eagan, Sr. Analyst/Cable & Satellite TV Sectors, Oppenheimer & Co.
· Craig Moffett, Vice President & Sr. Analyst/U.S. Cable & Satellite Broadcasting, Sanford C. Bernstein & Co.
· Michael Pastor, President, Net2Phone Cable Telephony
· Jim Patterson, Vice President/Carrier, Access & Wholesale Markets, Sprint Corporation
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