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

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To: Louis Cornell who wrote (72)11/2/1997 7:17:00 PM
From: Atin  Read Replies (3) of 3178
 
Hi Louis,

I wouldn't be so quick to dismiss the whole IP telephony industry either. Many of these companies are at the forefront of the emerging IP telephony market. This field is a growth field, with the potential to take over a lot of the electronic communication bandwidth (and this includes video as well as audio, fax, etc). The question is, which companies are the up and coming ones since we're all trying to find the ones to invest in. Some of the ones that have been good investments over the last year or so have been IP telephony gateway manufacturers (NSPK, INTL, VOCLF, LU, MLT, others) and the manufacturers of the hardware (DLGC, NMSS, others) that goes into these gateways as well as the writers of the code that goes on them (DSPG, VOXW, others).

I don't know what companies are going to be the new wave or even whether the companies I already mentioned are going to continue to dominate. I created this thread so that we'd hear from people about all the new ones so we'll know to do our own research and maybe help each other.

The only new one that keeps coming up here is FTEL, but that is one I have stayed away from, mainly because the investors on SI seem so nervous that they start attacking any questions/questioners instead of answering them with facts. But again, the company seems alright, they have a product, it might even be good. Check FTEL out for yourself (this last to anyone else besides Louis reading this).

Thanks,

-Atin
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