SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Net2Phone Inc-(NTOP) -- Ignore unavailable to you. Want to Upgrade?


To: Bald Man from Mars who wrote (155)7/31/1999 11:11:00 AM
From: johnny grosso  Respond to of 1556
 
I appreciate the skeptical viewpoints because it makes me think, but what about the fact that NTOP is the market leader? It is like Wal-mart and amazon; if wal-mart gets online in a big way, then they cannibalize the brick and mortar stores their business is founded on, so they let amazon get a running start in cyberspace.

Do you really think AT&T is going to jump right into free PC calls?? They will destroy their business. Even so, NTOP is the number one player in the field--maybe USAT is buck stock because no one used their service.

Look at the hamburger business. Macdonalds and Burger King have relatively similar products all around, there are also no barriers to entering the fast food market. Even so, Macdonalds does more than three times the business of Burger King. This is because Macdonalds made itself the market leader and stayed like that. NTOP isn't selling burgers, but it seems the same in concept.

I think NTOP has a much brighter future than many USAT or etel.

Any thoughts??? thanks