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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony -- Ignore unavailable to you. Want to Upgrade?

To: Atin who wrote (122)	11/14/1997 8:47:00 AM
From: Bill France	Respond to of 3178

Info for all.... FTEL has just had its S1 approved by the SEC. Now it can reveal to the public (and fund managers) just exactly what's going on. Methinks the stock will rise like cream in a milk bottle.... Bill Check out FTEL

To: Atin who wrote (122)	11/14/1997 11:52:00 AM
From: laleh	Respond to of 3178

A post on VoclTec thread mentioned the "Efusion demo- a startup backed by both MSFT and INTC". I'm trying to find more info on this, can you guys help please.

To: Atin who wrote (122)	11/14/1997 1:11:00 PM
From: crs	Read Replies (1) \| Respond to of 3178

Just joking about the jive bus. and the liver punches. I am a lighthearted person who likes to have fun. Woops! wrong forum. Anyway, IDTC is a triple play with ip tel, long distance, and an internet provider. Earnings come out on Nov 18, 1997 and should be good because the revs from the ip tel should filter down to the bottom line this quarter. Will announce gateways in approx 10 to 20 cities with many more to come very soon including international. I did hear someone mention that their friends tore up their IDTC cards due to poor quality. I will bet my stock that this was on their pc to phone and not their phone to phone. I had bad luck on the pc to phone but very good luck with the sound quality with the phone to phone (net to phone direct) system. Phone to phone does not need a pc to place long dist call via the internet. Who else has the infrastructure in place, can sell minutes for ip tel, is making money, does very well in the long dist industry, and is finally making money in the internet provider sector? In this business you need to stay ahead and make money before the hype wears off (like now) and put the technology to use. Look at the fundamentals of intl and you will find that it is much better than ftel. NSPK has what everyone else has. A few months ago it could generate interest but why now? Even if the products are good, so are most of the competition's products. It is not very hard to grow from a million in revs to three. this does not mean the same thing as growning from 100 mil to 300 mil in revs in a short time. At this point in time be very careful with the small companies that are not making money. In a blink of an eye, their technology can turn to garbage. Do a news search on idtc and you will see great news. The board members and the pres. are first class.

To: Atin who wrote (122)	11/19/1997 3:17:00 PM
From: ed doell	Respond to of 3178

Atin, thanks for your informative summary post on November 14. techstocks.com It helped put things in perspective for me, Ed

To: Atin who wrote (122)	11/20/1997 5:33:00 AM
From: Ron Kory	Read Replies (2) \| Respond to of 3178

So much time here has been devoted to the cost savings of a long distance phone call over IP versus the public phone networks. But will business use these services? Are corporations willing to risk losing a phone call to save a couple of bucks? I am not saying there is not a market for IP telephony but how fast corporations may utilize it remains to be seen (I think a long time). However, two markets where corporations will be active in IP will be in fax and store and forward voice. Fax is the perfect service to go over IP and this is one huge market: somewhere between 30-50% of international phone calls are fax. Store and forward voice (voice-mail) will be huge as well although we have not heard much about it yet. One way voice is easier to deal with technologically and there are many business applications for this as well. Privately held Open Port Technology (www.openport.com) is rapidly emerging as a company that will be a leader in the technology necessary to transport fax and store and forward voice over IP. It is one thing to send a fax over the internet; it is another for a carrier to be able to handle thousands of faxes a minute. Open Port is the technology behind UUFAX, the announced faxing service from UUNET/ Worldcom. I can assure you that there will be other very large companies getting into the fax and store and forward voice markets very soon. Frankly, I think these markets have much greater near term potential. This is a place where corporations will spend their money and reap huge savings. Two way phone conversations over IP is some time off for the corporate user. ron kory