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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Eric J. Beyer who wrote (109)	12/3/1999 10:25:00 PM
From: Jorj X Mckie	Respond to of 2850

NTRX - Voice Networking No, I am not kidding. The networking stocks where "anything is possible in terms of price" have very specific characteristics that NTRX does not. Whereas NTRX did much better than some of the others in the transition between Voice FRADs and VoIP, there play in future markets is still somewhat limited. As I stated earlier, I think that they are doing the right things, they just have some very significant obstacles to get through. The fact is that the traditional selling proposition for VoX technologies is vastly diluted with the reduction of long distance rates. The selling proposition was for operations cost reduction through toll bypass and tie-line replacement. The new selling proposition for VoIP is the enhanced applications that can be achieved by having voice converted to data. This offers the opportunity to have unified messaging and integrated customer care functionality (call center) as well as a variety of benefits that are inherent in IP networks (i.e. mobility and scaling). What the likes of CSCO, NT and LU are doing is taking the VoIP gateway products and likening them to the trunking functionalities of a PBX. Of course, a PBX also has line cards and a switching fabric and a call processing engine. Though CSCO, NT and LU are coming at it from different directions, they are all aiming for the same end product. That is the trunking functions being performed by voice enabled routers (or network attached gateways), combined line and switching functionality in the LAN switches and a network attached call processing engine. Unless NX Networks is working on these same things or gets acquired by someone who is developing them, they will be seen as a dead-end solution by those that are in the "know". JXM