Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (34311)	9/9/2000 9:20:42 PM
From: Softechie	Respond to of 57584

Sharck I agree that VON or VOIP will be a big play as well. GENU (Genuity) I believe is the biggest player in this market with the latest data of 700M minutes of VOIP. And who will own 80% of this company? Here's the link: genuity.com

To: Sharck who wrote (34311)	9/9/2000 11:03:30 PM
From: Softechie	Respond to of 57584

Sharck Thanks for bringing up ITXC. Just did my initial DD and like it at $20 or lower if I can get it. However Genuity still the king of VOIP. Here's some stats on ITXC minutes: The Company carried 201 million minutes of traffic over ITXC.net in the second quarter of 2000 and 332 million minutes of traffic over ITXC.net in the first six months of 2000, as compared with 24.5 million minutes and 35.6 million minutes during the comparable 1999 periods. Of the 332 million minutes, 279 million minutes were carried through the Company's WWeXchange service, which provides international call completion to the Company's customers and enables them to offer their own customers phone-to-phone global voice service. The remaining 53 million minutes were provided through the Company's recently initiated WebtalkNOW! Service, a PC-to-telephone service which allows Internet portals, Internet service providers and web sites to offer web-to-phone calling to their customers under their own brands. During the quarter ended June 30, 2000, the Company's average revenues per minute were 11.2 cents per minute for WWeXchange and 2.1 cents per minute for WebtalkNOW!. One bad note though: On May 23, 2000, Connectel, LLC filed suit against the Company in the United States Federal District Court for the Eastern District of Pennsylvania. Connectel alleges in its complaint that the Company is infringing on the claims of a patent owned by Connectel by, acting alone or with others, assembling, offering to sell or selling "communications networks or switching systems" within the United States and for export worldwide without license from Connectel. The Company believes that the Connectel claims are without merit and intends to defend the lawsuit vigorously. However, 17 should a judge issue an injunction against the Company, such action could have a material adverse effect on the Company's operations. The Company is not a party to any other legal proceeding, the adverse outcome of which is expected to have a material adverse effect on its financial condition, operating results or liquidity.