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Technology Stocks : Natural Microsystems [NMSS] -- Ignore unavailable to you. Want to Upgrade?

To: V who wrote (22)	3/27/1998 2:18:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 308

And nspk is an nmss customer. it will be interesting times over the next few years. With packet telephony driving price collapses for voice transport, i wonder how long the IXC 40% payout to the RBOC's will ;ast and then I wonder how long the RBOC subsidization of "free" local calling will last? I'd rather own the bullets in these wars. That's why I own csco, pmcs, and am working on this space too. I'm troubled by the potential risks/growth rates of lu's legacy business - will the new stuff offset the maturation of the metal bending postion of business? Do you have a preference between nmss and dlgc? It seems dlgc is bigger, but in some slower growth businesses. DLGC also seems to have very loyal customers. again, excuse my naive questions, hopefully our dialog will get more balanced as I do more work. TD