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To: orkrious who wrote (12846)	8/8/1999 10:27:00 PM
From: Smear_campaign	Respond to of 30916

Armin, Got a response from Steve Harmon.To: steve harmon - analyst who wrote (2351) From: Smear_campaign Friday, Jul 30 1999 6:37PM ET Reply # of 2399 beta.siliconinvestor.com Steve, I recall an article of yours mentioning Internet telephony (in particular Netspeak and Vocaltech) and their relative disappointing performances over the course of 1998. Although it may be early to try and figure who the pure play in internet telephony will be, do you see a leader? Is consolidation a strong possibility here, or are the CSCO's and LU's of the world destined to pull away? To: Smear_campaign who wrote (2362) From: steve harmon - analyst Sunday, Aug 8 1999 2:36AM ET Reply # of 2399 beta.siliconinvestor.com 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