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Politics : Idea Of The Day
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To: Judy who wrote (17490)3/20/1998 6:37:00 PM
From: Philip H. Lee  Read Replies (1) of 50167
 
Judy,

Thanks for the heads up on the oil service sector.
Btw, look at those utilities!! In 2 months, some of my calls (bought at 1/4 pt or so) are up 8-fold with three months still left until expiration. We are seeing real acceleration as the we near the March 31 California deregulation. The sector now has very good momentum, and well-positioned players in the industry are going to see growth like never before.

I hope I'm not repeating this too many times, but IP telephony is going to be huge. At this very moment, you can go to net2phone.com and get as low as 5 cents a minute to anywhere in the USA. Save a significant amount on intl calls. No computer required; just phone-to-phone from anywhere. net2phone.com Net2Phone is probably the most popular IP telephony provider; it's owned by IDT Corporation, which has a $640 million market cap.

Corporations are flocking to establish their own VoIP networks to save on voice costs. The impact in emerging markets, where the greatest savings could be gained, can be huge. A new group of NextGen telcos is springing up almost overnight, and most people have barely noticed. pulver.com:80/nextgen/
VocalNet's IP telephony gateway appears to be have a strong market share in the NextGen telco market.

Philip

VoIP = Voice over Internet Protocol

Disclaimer: Invest at your own risk. Do your own research. Information provided for discussion purposes only and not to be construed as investment advice.
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