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Technology Stocks : Alphanet Telecom, WOW !
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To: Ray Dopkins who wrote (44)11/9/1997 6:09:00 PM
From: wynn quon  Read Replies (1) of 117
 
Thanks for posting the reference to the news story.

Given the runup in FAX's stock price to $22 before the announcement,
I was expecting something a little more substantial in the way of
either contracts or revenue.

For those interested in the prospects of Internet Telephony, this
month's RED HERRING magazine has a good article. The point
it makes about the doubts behind the value-added proposition is
a good one.

herring.com
also see
herring.com - why venture
capitalists are shying away from IP Telephony firms.

My own belief is that the economics of any company providing voice
over IP in the public network will closely match the economics
of Internet Service Providers (ISPs), ie. not very good. As a small
company, ALPHANET TELECOM remains way overvalued with respect to
its prospects.

Disclaimer: I hold a short position in Alphanet. This is not
a call for you to do the same. Short selling can be dangerous
to your financial health. Don't do it unless you really know
what you're doing.
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