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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Craig Bartels who wrote (12499)5/21/2001 9:10:58 PM
From: Dale Baker  Respond to of 78622
 
You summed up the VOIP situation pretty well. My only comment would be that with the future of VOIP still so uncertain (who will win) CLRN is not a value play. Value investing takes good visibility for earnings. You noted yourself that it's a cloudy picture.

If you had posted that on the New Economy thread it would fit in perfectly.

Good luck.



To: Craig Bartels who wrote (12499)5/21/2001 10:51:28 PM
From: jeffbas  Respond to of 78622
 
Craig, do you know where NTOP fits into the VOIP story, if at all? I do not understand this area very well.


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