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.

Technology Stocks : E-net - (ETEL) Patented telephony product -- Ignore unavailable to you. Want to Upgrade?

To: Robert S. LeClair who wrote (23)	11/15/1997 1:53:00 AM
From: SteveG	Read Replies (1) \| Respond to of 545

<OK here are the highlights:> Robert, et al., From discussions with the company, other watchers and my own considerations, I would like to add the following: (Note - everyone should do their OWN due diligence and invest at their OWN risk. This is STILL a story stock): <Their product, Telecom 2000, won Best-of-Show award at the recent Computer Telephony expo.> I understand there is reason to look for more of these accolades. <By the way, E-net has the trademark on the term "Data Telephony".> Which emphasizes the flexibility of their product over IP/ Frame, ATM, cable, and power grids, as well as serving the enterprise-wide LAN telephony market with desktop PBX. And their "next generation" Telecom-2000 should be finished for Comdex. <They will enforce any infringements on their patents.> If and when the potential infringers generate sufficient income to pursue. I am sure the company HOPES that the likes of CSCO, LU, NT, etc. infringe...(Not at ALL implying they are, have or will, just that with the clarity of their patents - the company MAY view an infringement as tantamount to full licensing... this is my PERSONAL tongue-in-cheek speculation) <Telecom 2000's market is vast, from the individual desktop PC user to home/small business to the largest multinational corporation in the world. > Referencing a recent Frost & Sullivan report on Internet Telephony, the current market is approx $60MM, and is anticipated to grow to $1.9Billion in 1 to 2 years. <E-net is talking to cable modem manufacturers and PC manufacturers, networkers, etc., about possible relationships including OEM relationships> As well as telco switch companies. <THEY WILL PARTICIPATE IN COMDEX STARTING MONDAY WITH A NEW "PARTNER". Veschi said he could not say who it was until the show started. Hmmm,,,,,this could really be big. In fact, anything less than an earth-shattering announcement would be disappointing based upon how confident these guys were during the conference call.> Taking everything said on the call as well as on this thread with a grain of salt is probably good advice. That said, I suspect we will see some interesting announcements in the weeks to come. One note, as yesterday and today's trading indicated, selling/profit taking may continue into the next friday as Christmas paychecks at Barron Chase depend on Nov. production numbers. And If bought on the IPO, customers are up 40% on the stock and 2900% on the warrants (ETELW offered at .125). I don't know if next week WILL present further buying opportunity, but be aware that it might well. Note I am significantly long this stock. <..but thats about all I can type for now...> Your contributions are appreciated here, Robert. Regards- Steve