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: Atin who wrote (70)	11/2/1997 6:16:00 PM
From: Louis Cornell	Read Replies (3) of 3178

Atin, well put. Nothing I've read so far has been a compelling argument for investing in any of these companies. If we're going to find the next "Cisco", you have to find a company that manufactures a critical component generic to all technologies that arise out of this new market trend. I've haven't heard anyone argue what that might be. Unless you can stipulate what that might be, and who the company is who's "got it," I'm unconvinced a "great investment opportunity" exists here. FTEL is all hype IMO - in terms of what they offer vs. what all the major telecoms already have or will have. Can they carve out a niche? Maybe, but I don't want to invest in a niche, I want the next "Cisco." FTEL sounds a lot like hype to me. regards, Louis

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