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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Smear_campaign who wrote (2362)8/8/1999 2:37:00 AM
From: steve harmon - analyst  Respond to of 4337
 
csco/lu - i favor the latter view that cisco and lucent may start to bundle their own telephony into the router or network

of course, net2phone's ipo did rekindle some interest in the sector but vocaltec and netspeak havn't ridden any heatwave there

at these valuations i have to believe that vocaltec's r&d alone may be worth it