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Technology Stocks : Net2Phone Inc-(NTOP) -- Ignore unavailable to you. Want to Upgrade?

To: johnny grosso who wrote (98)	7/30/1999 8:38:00 AM
From: johnny grosso	Read Replies (2) \| Respond to of 1556

COuld this be a reason for low stock price???? <<<Long Distance Market The long distance telephony market and, in particular, the Internet telephony market, is highly competitive. There are several large and numerous small competitors, and we expect to face continuing competition based on price and service offerings from existing competitors and new market entrants in the future. The principal competitive factors in the market include price, quality of service, breadth of geographic presence, customer service, reliability, network capacity and the availability of enhanced communications services. Our competitors include AT&T, MCI WorldCom and Sprint in the United States and foreign telecommunications carriers. Many of our competitors have substantially greater financial, technical and marketing resources, larger customer bases, longer operating histories, greater name recognition and more established relationships in the industry than we have. As a result, certain of these competitors may be able to adopt more aggressive pricing policies, which could hinder our ability to market our Internet telephony services. One of our key competitive advantages is the ability to originate and terminate calls to and from the gateway of an Internet service provider, which allows us to bypass the international settlement process and realize substantial savings compared to traditional telephony. Any change in the regulation of an Internet service provider could force us to increase prices and offer rates that are comparable to traditional telephony providers.>>> It looks like there are a bunch of big boys doing what NTOP does--given this however, NTOP has very strategic positioning with major internet presences. If you see NTOP on the net, why use ATandT rather than NTOP??? With such a huge potential market, it seems like there is room for more than one player--can NTOP be one of the players???? Also, anyone that is just trading this, it sounds like we are going to get a plug from a guy on cnbc today--may boost the stock.