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Microcap & Penny Stocks : FNet=Internatl Voice/Fax/Data&Video Services ViaInternet -- Ignore unavailable to you. Want to Upgrade?

To: george willse who wrote (555)	12/3/1999 3:34:00 PM
From: george willse	Read Replies (1) \| Respond to of 609

Interesting artical from www.forbes.com... December 2, 1999 One Week View Internet telephony on "other people's money" By Kathleen Cholewka NEW YORK. 11:35 AM EST-Rich from high-flying initial public offerings, many Internet telephony carriers are spending cash like drunken sailors on bold new strategies that include wacky marketing campaigns and acquisitions. Some are even giving their services away for free. The "big four" of the Internet telephony companies--Net2Phone (nasdaq: NTOP), iBasis (nasdaq: IBAS), ITXC (nasdaq: ITXC) and Delta Three (nasdaq: DDDC)--have gone public in the last four weeks and have attracted new investments in the fledgling market. Delta Three raised $96 million in its initial public offering (IPO) this week. And Yahoo! (nasdaq: YHOO), already the owner of 125,275 shares of Delta Three's common stock, will announce today whether it will accept a warrant for an additional 41,963 shares. CNET (nasdaq: CNET), which owns 1,085,943 shares in Delta Three's common stock, is still mulling over its warrant for an additional 466,028 shares. According to Delta Three spokesperson Fara Hain, the company will use its new funds primarily for marketing purposes. Experts say that?s a smart move. "It's not only about the technology or the vision," says Jeff Pulver, independent industry analyst. "We need to see more investments being made in marketing Internet telephony." Meanwhile, Net2Phone (which went public Nov. 4 and raised $187 million) has used its money to give away free Internet telephony software that allows end users to make phone calls from their PCs. Net2Phone also snagged a three-year deal with America Online (nyse: AOL), which will distribute the Internet telephony software client to its customers. ITXC's IPO, which brought in $75 million, has helped it buy the intellectual property rights of the operations of OzEmail Interline Pty Limited, a subsidiary of MCI WorldCom (nasdaq: WCOM) this week. As a result of that purchase, ITXC will add OzEmail?s carrier affiliates to its network and will install its networking devices in MCI WorldCom's Australia central offices. "Before, these companies had to rely on venture capitalist funding. Now they can do more than they could do before in terms of aggressively marketing themselves," says John Cha, analyst at Frost and Sullivan. "We'll slowly start seeing a little more action in acquisitions in this market." IBasis raised $116 million from its IPO, and its stock went up 152% on the first day of trading. While investment bankers priced its stock at $16, when the market opened it cost $35 per share and closed that day at $40.25. Internet telephony carriers use Internet protocol networks instead of the circuit-switched architecture that traditional telephone companies such as AT&T (nyse: T) use. Proponents of these networks say building networks based on Internet protocol technology makes network operations more efficient and significantly lowers the cost of carrying phone calls.

To: george willse who wrote (555)	12/4/1999 7:06:00 PM
From: Stephen B. Temple	Read Replies (1) \| Respond to of 609

George, you da man. I think Frank understands to either get off his $ss on this IPO, or get fired. With 76%, and a $hitload of pissed FNet shareholders, his $ss is grass if this doesn't happen soon. I think he should have been fired about 2 years ago. <fun times at ridgemont high> On a lighter note, and one that I've been preaching about, and foresaw about a year ago. Was what I consider to the niche market that will in a sense, bring back the Milk_Man, but dressed in a all together different suit! There's the last-mile in telecommunications, then there's the last mile in service units. Transactions between the Internet retailers and consumers, there in lies a new market of services, outside the Internet acting in harmony with the virtual storefronts. A relationship yet to be opened offering new dimensions between the Internet retailer and consumer. Take for instance WEBVAN, when you hear these words, most think of Food Service, not true. They have 3 compartments in their 70 van fleet working out of CA. One frozen, one refrigeration, and one normal temperatures. They should be profitable in this area about mid 2000. The last mile is taking on a hole new line of vendors, and there's plenty of room for others. Like IP is to the last mile, this niche will be the last layer between the manufacturers and consumers. Wow! How many other services combined, can you inject into this market? Security Wish I was f'n rich!! Hope everyone here is someday in Y2K highestemp'