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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: Kimberly Lee who wrote (16707)9/28/1999 12:20:00 PM
From: run_amuck  Read Replies (1) | Respond to of 108040
 
TMMI is showing signs of life after news release.>



To: Kimberly Lee who wrote (16707)9/28/1999 12:24:00 PM
From: swisstrader  Respond to of 108040
 
ITXC looking a little anemic (??).



To: Kimberly Lee who wrote (16707)9/28/1999 12:24:00 PM
From: SouthFloridaGuy  Read Replies (2) | Respond to of 108040
 
I think that along with EGAN, Deutsche Bank has proven itself to be the worst underwriter in the history of man.
No support for FSHP.

Anybody who goes IPO with them is a fool.

They'll probably short FDRY, those crooks.



To: Kimberly Lee who wrote (16707)9/28/1999 12:29:00 PM
From: 2MAR$  Read Replies (1) | Respond to of 108040
 
Taking some ITXC here @ 19 7/16



To: Kimberly Lee who wrote (16707)9/28/1999 9:46:00 PM
From: Jim B  Read Replies (1) | Respond to of 108040
 
Kimberly: would you agree on this evaluation of ITXC based
on the DD you've done and the current market conditions?
How is afterhours trading in ITXC? anyone?

jim

--------------

By: suka
Reply To: None
Tuesday, 28 Sep 1999 at 8:20 PM EDT
Post # of 43

ITXC vs. PHCM and NTOP

Here is a simple comparison:

(name,float,shares,6-month reve.,52-wk Low, 52-wk High)
(PHCM, 4M, 31.2M, 13.44M, $32.25, 185.25)
(NTOP, 5.4M, 47.5M, 16.54M,$15, $92.625)
(ITXC, 6.3M 34.8M, 7.75M, ?, ?)

To find High and Low estimations of ITXC, Multi-Parametric Linear Regression is performed. The results are amazing.
52-week low: $20.92
52-week high: $119.92

Conclusion: If PHCM and NTOP are performed as above then ITXC is a real steal from under $30.00

These model does not consider INTEL ownership. (Note intel owns 12% of ITXC.)

This can go easily to 60+



To: Kimberly Lee who wrote (16707)9/28/1999 9:47:00 PM
From: Manny  Read Replies (1) | Respond to of 108040
 
ITXC deal with Cisco

Excellent news,thanks for posting the link.

Tuesday September 28, 8:51 pm Eastern Time
Company Press Release

Cisco, Intel, ITXC, and Lucent Demonstrate Next Stage of IP Telephony
Interoperability at VON Conference New Client to Gateway and Gatekeeper
Interoperability to Enable enhanced Services

ATLANTA--(BUSINESS EDITORS)--Sept. 28, 1999--Cisco Systems (NASDAQ:CSCO -
news), Intel Corporation (NASDAQ:INTC - news), ITXC (NASDAQ:ITXC - news) and
Lucent Technologies (NYSE:LU - news) today announced here that they are jointly
demonstrating the first H.323v2 standards based VoIP interoperability with a new
class of peripherals - PCs, personal digital assistants, mobile phones, personal
gateways and other IP enabled appliances.

This interoperability will allow a new group of users to make high-quality and
reliable voice calls over an IP telephony network.

In this demonstration, attendees at the conference are able to have a live voice
conversation using Intel Internet Phone software (located in the Intel booth), and
listen as the voice call goes through an ITXC network and is received by either a
standard telephone connected to a Lucent MultiVoice(TM) for the MAX(TM) 6000
gateway (located in the Lucent booth 106) or connected to a Cisco 3620 Voice
Gateway (located in the ITXC booth 329.)

The demonstration is based on recommendations developed by Intel, ITXC, Lucent
and others and submitted to the International Multimedia Teleconferencing
Consortium (IMTC). The recommendations extend the existing iNOW! profile for IP
telephony interoperability, providing immediate connectivity to existing telephones
for a whole new class of users and devices.

If accepted by the IMTC, the proposal offers customers purchasing and using any
iNOW! compliant appliance or client the assurance that they could send calls over any
network using any other iNOW! compatible products.

Cisco, Intel, ITXC, and Lucent are taking leadership roles in working together as part of
the IMTC to provide this level of interoperability to the Internet telephony industry,
which is key to its growth.

''We are pleased to be working with other industry leaders to provide interoperable
New World telephony services with full access to the existing global telephone
network,' said Alistair Woodman, Director of Marketing for Packet Telephony at Cisco
Systems. ''This demonstration and the proposal to the IMTC show how quick solutions
to real customer problems will accelerate the growth of IP telephony.' .......

biz.yahoo.com