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To: D. K. G. who wrote (35)	1/31/2000 9:33:00 PM
From: D. K. G.	Respond to of 53

Multiple personalities As the industry hurtles toward a future of uncertain standards and unproven technologies, carriers and developers contemplate the many faces of next generation OSSs internettelephony.com

To: D. K. G. who wrote (35)	2/1/2000 8:36:00 AM
From: notredame	Read Replies (1) \| Respond to of 53

I have not done any crunching, but 53% of revenues are made up of 10 customers. The revenue spike in the prospectus YOY is strong, leading me to believe they hit 1 or 2 big contracts, but sustaining that trend might be difficult. ILECs are easy, any old Ma Bell spinoff (BEL, BLS, etc)that has a local presence (and generally cannot compete in LD except for BEL in New York) CLECs are pretty much anyone else that is competing for local service