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

To: crs who wrote (153)	11/18/1997 8:15:00 AM
From: Atin	Read Replies (1) \| Respond to of 3178

crs, You are still only talking about phone to phone long-distance when you talk about IDTC. I'm saying that there are other markets in IP telephony besides long-distance. So someone wanting to invest in IP telephony may buy IDTC if they want to invest in IP for long-distance, and buy INTL if they want to invest in IP based PBXes, and buy NSPK if they want to invest in call-centers off IP, buy NMSS if they want a hardware manufacturer that makes hardware to build gateways for IP telephony, buy VOXW if they want to invest in voice-compression technology used for IP telephony (these are all just examples, there are others in the sectors too) etc. IDTC is playing mainly in one sector of IP telephony, the public long-distance sector. Its competition is going to come from AT&T, MCI, BT, DT etc. And the others aren't scurrying to capture the data market only, they're just going after the voice market in slightly different worlds (as well as long-distance). And don't worry, you will see competition. It is just that the competition will come from AT&T, MCI etc. Please, don't take what I am saying as negative to IDTC. I just think you are closing your eyes to the other sectors in IP telephony beyond public long-distance - as is your right. But I don't want other people reading this thread to think that long-distance is the only thing going in IP telephony. BTW, I'm sorry if I misled people by saying IDTC is making money. As of today, YAHOO is still saying they have negative earnings. I don't know where I got the positive earnings bit. Shows you that you have to use DD in your research on companies. -Atin

To: crs who wrote (153)	11/18/1997 1:44:00 PM
From: elk	Read Replies (1) \| Respond to of 3178

crs, There already is another company with a central office set up to handle billing. I will not name them as a courtesy to Atin<GG>, but Bill already mentioned them. This company will have their subsidiary Telco IPO in the next few months with $120 million market cap. Also you stated that all gateways are going to sound the same in the next few months. That would leave quite a vaccuum between the quality of traditional long distance and Internet telephony long distance. If the quality does not improve, then IT will not be the business sector that it has the potential to be. Technology hates a vacuum. Ask Atin or any of the techs here and I am sure that they will tell you that the first generation of IT tech has arrived, but that the second and third generations are already being worked upon. If IDTC's management feels that there is no competition, as you beleive, then they won't be around much longer. I think they know what's out there and know how tough this industry will be. Evan