SI
SI
discoversearch

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 : VocalTec (VOCL) -- Ignore unavailable to you. Want to Upgrade?


To: samson who wrote (944)12/8/1997 4:10:00 PM
From: Ramon W. Casco  Read Replies (1) | Respond to of 2349
 
One thing I want to mention on this company: If you have done your homework (and I have) VOIP is an enormous paradigm shift. Yes, the technology is not terribly difficult to replicate, however, VocalTec is showing leadership in standards, alliances and agreements with carriers and ISPs. They are cultivating great partners. These guys are not college guys working out of their dorm rooms. They are seasoned professionals. Their gateway technology is key. All of the other players (lucent, nortel) are not going to kill the business that provides their bread and butter (ie switches and PBXs)

As someone put it previously, patience will be rewarded on this one. Frankly, I expect it to skyrocket after 4Q97 earnings are announced.