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Technology Stocks : ITXC -- Ignore unavailable to you. Want to Upgrade?


To: Smear_campaign who wrote (467)1/7/2000 9:04:00 AM
From: David Wiggins  Read Replies (1) | Respond to of 987
 
Smear, I agree with your take. It could be the earnings though, if they are exceptional. I have not gotten any messages other than this one. :-( Feel free to PM me. That would be great.

I'm out of Vocaltec for now. I wanted a certain leverage on ITXC and was luckily able to get it (due to the recent runup of Globalstar)without having to use Vocaltec as a surrogate. VocalTec is doing what I feared. They are using their ITXC stake to fund ongoing operations at a loss much as they did with their DT money. I sat down the other night and compared management - both companies have their management bios on their website. In summary, there is no comparison. ITXC's management looks like a who's who in IP Telephony, VocalTec's looks like a who's that? VocalTec may do well, or it may not, but it looks like ITXC is much more of a sure thing at this point and I don't think VocalTec will come close to matching ITXC's growth rate.

Regards, Dave