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Microcap & Penny Stocks : DGIV-A-HOLICS...FAMILY CHIT CHAT ONLY!! -- Ignore unavailable to you. Want to Upgrade?

To: Knitwit who wrote (6725)	5/17/1998 8:03:00 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 50264

Becky, so glad you asked, FOLKS A MUST READ FROM Jeff Pulver,>>>>> From the VON thread From: Jeff Pulver Sunday, May 17 1998 11:38AM ET Reply # of 554 Pulver Points(tm) on the Internet Telephony Industry from: ( pulver.com ) May 18, 1998 I've decided to chisel some of my current observations about the trends in the Internet Telephony space in digital stone since I hate being misquoted by the press (or a least quoted out of context). 1. It's a done deal. Future Public Networks will be IP based. Until recently we all have been putting Data over Voice Networks. Now we will be putting Voice over Data Networks. 2. Not a 1998 Threat to Service Revenue. Despite the Hype propagated by the media and mis-informed market analysts - in the <b.current US$ 70 Billion Dollar Global Minutes Marketplace - 1998 Revenue for IP Telephony Minutes will be no more than US$ 30 million.******* 3. Many PSTN/IP Gateway Vendors will start to support more than one operating system - most likely NT and a favorite flavor of Unix. 4. 1999 May be the year of Gateway Interoperability. As of May, 1998 there are very few (if any) PSTN/IP Gateways which interoperate with PSTN/IP Gateways of Multiple Vendors. This issue will have a negative effect in the build out of 1998 public IP Telephony based Networks. This will have NO effect on trails or build out of private networks where it is customary to single source a vendor. (But imagine if two Carriers got together and there was close to zero interoperability between their switches? This PROBLEM needs to be addressed and corrected by the Industry by early 1999.) 5. Internet Telephony Technologies will become part of embedded systems of future IP devices. Look for many more Hybrid IP Telephony Appliances in 1999. 6. By the year 2000, look for IP to be a supported protocol on the 5ES switches of Lucent, Nortel and Ericsson. 7. H.323 will not be the ONLY protocol used by most carriers and service providers when they roll out their Internet Telephony Services. H.323 interoperability has been proven and implemented with PC to PC Internet Telephony Client Software. Same can be said for PC to Phone services. But don't count on Carriers and Service providers blindly accepting H.323 as the sole protocol to run on their Phone to Phone networks. 8. In 1998 Internet Telephony is all about cheap minutes. This is not hype but fact. The Internet "Applications" will start to show up in late 1998 and early 1999 - but it is the excitement of cheap minutes that has gotten the attention of the Global US$ 800 Billion dollar telecommunications industry. But it will be because of Internet Telephony Applications that the industry will grow to US$1.6 Trillion over the next few years. 9. The Education of NextGen Telcos and PSTN/IP Gateway vendors has begun. Until recently there was no knowledge of the legacy IN environment demonstrated by many of the NextGen Telco Operators. During 1998 I have noticed a strong demand of experienced Telecom operators who have been joining the ranks of NextGen Telcos. Equally strong demand for engineers with working knowledge legacy telephony equipment/environment. The growing Internet Telephony Industry could be the last boon for IN Engineers. 10. Run Internet Call Center applications on well managed Corporate IntraNets and ExtraNets. Forget about using the Internet for customer Care unless you really don't care much about caring for your customers. 11. The Regulation of Internet Telephony will accelerate the movement of minutes off of the Public Switched Telephone Network and onto Virtual Private Networks. Jeff Pulver President/CEO pulver.com Feedback/Comments? Please mail: points@pulver.com. (c) 1998 pulver.com, Inc. All Rights Reserved Thank you, Jeff Pulver and ATIN Here is a link to Mr. Pulver's home page where you can read all about IP-Telephony and other aspects of telecommunications. pulver.com

To: Knitwit who wrote (6725)	5/17/1998 8:08:00 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 50264

Also, I want to Highlight what Jeff, said, ***1.6 TRILLION DOLLARS***! One other important note: Jeff said, that IP-Telephony revenues for 1998 will be about 30 Million total and DGIV-Less the Indo Deal will be ~62 Million based on My #'s you can do the math and even if you say well it's only 1/2 of what I said we know is coming in terms of revenues that corresponds to one Helluva Market SHARE! REVIEW AGAIN Yes, this has been done a few times but emphasis is REQUIRED AGAIN! Jakarta~4-5Mil yr(t)...This is really low considering the "other" services..that is just for LD minutes FAX not included nor video/call conferencing and "other" value added services...This goes for all of the following as well. What I am about to say is currently on the tables of a "couple" of large INVESTMENT BANKS.....waiting for the GO ahead from Mr.Chin. Loius Intl. $1Mil/month in revs guaranteed 90 days or less from 3/13 ~$6Mil this year and ~12+mil/yr (t) next year... Current traffic from JD Intl..From Seoul, Taipei, Tokyo, H.K., low estimate ~$1Mil/month in Revs. Wholly owned= ~12MiL/yr(t) Mordorvia $1Million/mins/month=current LD rate>1.50/Min=Low estimate =$1.5 Mil/month less ~1/2 for sharing=High side of sharing since we bring the technology but 1/2 is fair~$750K/ Month in revs=~$7Mil(t)/yr Down Under ~1Mil/month...seems like the going rate in Revs..Wholly Owned subsidiary=~12Mil (t)/yr Vietnam ~$1-1.5Mil Month-sharing~500-750K/Month.....x12=~6-$7Mil(t)/yr Saudi Arabia-Wholly owned subsidiarys~ $1 Mil/month..(.x6+?) see latest newsletter. When these are Lumped together we have....... ($5+12+12+7+12+7+12)=$67- MILLION DOLLARS/year from "CURRENT" Projects=$67-Million-IP-Telephony/LD Costs are Minimal but, I'll give a HIGH # say $12 Million for the year... Not including aquisition costs which will be "loaned" at favorable rates since JC, will probably get the "Best deal from Investment Banks and that cost will be averaged out over the next 10-15 years.... This leaves us $55-Million Dollars-for the first year, in one of the HIGHEST GROWTH AREAS in TELCOMMUNICATIONS $55Million/6.833-Million Public shares=$8.04 Dollars/share $8 x PE=10=$80/share $8 x PE=20=$160/share $8 x PE=30=$240/share $8 x PE=40=$320/share $8 x PE=50=$400/share $8 x PE=100*=$800/share =Internet/telco in general **=Internet/Telco HIGH GROWTH Now, to be fair I will use the total outstanding for those who say Pooh Pooh On me... $55 Million/18.12=$3.034/share $3.034 x 10=$30.34/share $3.034 x 20=$60.68/share $3.034 x 30=$91.02/share $3.034 x 40=$121.36/share $3.034 x 50=$151.70/share $3.034 x 100=$303.4/share Take what I say with a grain of Salt! FOLKS, YOU CAN'T HANDLE THE TRUTH or can you? DGIV is THE # 1 MOST SOUGHT AFTER INTERNATIONAL-IP-TELCO On the MARKET for the current Contracts/Revenue Potential BELIEVE IT! Folks, Wall-Street has Awakened and DGIV has ARRIVED Folks, HAVE the PATIENCE, you will be REWARDED.