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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony
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To: Frank A. Coluccio who wrote (643)5/28/1998 12:37:00 PM
From: SteveG  Read Replies (1) of 3178
 
<..And after what we've seen over the recent past, does it really appear as likely now that LU actually needs a Bay or ASND? What do you think?..>

IMO, more than ever. VoIP is currently a niche product, and the way Nacchio and Sidgmore tell it, will continue to be as datacom builds into the telecosm over the coming years. But voice is clearly today's and tomorrow's driver, so LU is smartly following the money (or hype) into the datacosm with this iceberg tip offering.

and I know what you mean about time...

Regards-

Steve
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