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Technology Stocks : e.spire Communications (ESPI)

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To: MangoBoy who wrote ()4/8/1999 6:41:00 PM
From: Ben Franklin  Read Replies (1) of 471
 
I believe the stock moved in reaction to the Business Week article which commented that eSpire may be undervalued. They cite the co.s internet traffic, and the fact that the industry is consolidating faster than most had expected as basis for that statement. Incidently Qwest had recently reported that they had increased their credit facility to fund their expansion. Any investment Qwest makes in the marketplace will highlight the value of these assets. Just my 2cents. Another area of potential expansion for these CLECs and RBOCs is the area of Voice over IP. Very few players in this niche, highly fragmented and enormous potential. Check out TLTG, and IDTC. Two different ways of getting into the VoIP play. Regards.
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