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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony
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To: David Hurd who wrote (194)11/26/1997 3:56:00 AM
From: crs  Read Replies (2) of 3178
 
Read company press releases carefully. The way I read ftel's press release, nothing will filter down to the bottom line and they are not in partnership with ibm.

I know there are a lot of people here who like the technical aspect of ip tel, but my motivation is not to rebecome an engineer, but to make money by picking the right ip tel stocks. Not all these companies will make money. Most of these companies will not make money. It is not as likely that intl, idtc, ozemy, will wane befor ftel, nspk, and voclf.

Just how far apart is the sound quality of this technology? You can beat yourself in the head with a hammer to squeeze out the last 5% of quality while everyone elso runs away with the customer base. It is a big market, however this does not mean that you will automatically make money.

I read a press release or maybe a wall street journal article on this German company that is going to spend $500 million on their ip tel network. Oh yeah! well I am going to spend a bil on my system. May I ask, what in the hell does this mean.

Before I forget. You ask how can voclf become worthless with this big cash infusion from Deutch Telecom? Business alliances fall apart every day. What if this gateway technology becomes a dime a dozen. One sounds like another. It is not like Dell who has the potential to sell a computer to every household in the US and then the world. The market for these boxes is not that big. How many gateways does a phone company need in a city to connect its clients to the internet?

The money is in the operation of the boxes and not in the manufacturing of them.
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