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Microcap & Penny Stocks : DIGITCOM (DGIV-OTC-bb)Information Thread -- Ignore unavailable to you. Want to Upgrade?

To: Howard C. who wrote (147)	5/20/1998 7:57:00 AM
From: risk-averse	Read Replies (1) \| Respond to of 530

THE ARTICLE PAKMANN:BW)(KILLEN-&-ASSOCIATES-2) 100% of Enterprise Fax Traffic and 33% of Voice Traffic To Move To Internet by 2001 Business Editors, Data/Telecom Services and Computing Writers PALO ALTO, Calif.--(BUSINESS WIRE)--May 20, 1998--"In the next three years virtually all enterprise fax traffic and as much as one-third of voice traffic will shift from the Public Switched Telephone Network to Internet Protocol networks," said Carletta Glaspy, Director, Global Marketing, Lucent Technologies' Global Service Provider Business in a recent video-taped interview with Michael Killen, President of Killen & Associates. "There has been a lot more interest in promoting fax-to-fax communications (over the Internet) because there is less concern about any delays that may exist on the network," continued Glaspy. "I think most companies have reservations about moving all their voice traffic over the Internet; however, the amount of voice traffic carried over the Internet will continue to grow." Glaspy sees an opportunity for Internet Service Providers planning to bundle basic Internet voice/fax service with additional capabilities including Internet messaging, video conferencing, audio conferencing, and multimedia collaboration. She further stated that, "These value-added services will become key differentiators among ISPs, if Internet voice/fax service becomes a commodity in the next few years." Glaspy's half-hour interview, and interviews with executives from other equipment vendors and service providers including Micom, Pacific Bell Internet Services, and IXS.NET, served as background research for Killen & Associates' new 160-page study, "Internet Protocol Telephony: New Markets for Systems and Service Providers." Killen & Associates helps telecommunications equipment, software, and service providers to identify and seize market and business opportunities created by technology developments, changes in public policy, and shifts in the competitive landscape. The company's studies and executive video interviews are used by planners and other high-level executives worldwide. For additional information visit Killen & Associates' Web-site: killen.com . --30--ik/sf* azs/sf CONTACT: Killen & Associates Bob Goodwin, 650/617-6130 bgood@killen.com (press contact) Karl Duffy, 650/617-6130 karl@killen.com (client contact)

To: Howard C. who wrote (147)	5/20/1998 7:59:00 AM
From: risk-averse	Respond to of 530

ARTICLE#2Internet Protocol Telephony: New Markets for Systems and Service Providers I N T R O D U C T I O N Advances in public and private IP-based networks now enable enterprises and consumers to slash their long-distance charges by as much as 60%. The US spent $75B on these services in 1997. IP Telephony promises huge savings for businesses and consumers, and will create even greater opportunities and threats for telecommuni-cations service providers and on-premises/ network equipment and software suppliers. It won't be easy for service providers, including AOL, AT&T, Deutsche Telekom, Qwest, MCI, Sprint, and others to capture their share of the emerging multi-billion dollar IP long-distance market; nor will it be easy for systems suppliers, including Cisco, Lucent, Nortel, Siemens, and others to seize their share of the burgeoning on-premises/ network equipment and software markets for IP telephony. STUDY Internet Protocol Telephony: New Markets for Systems and Service Providers gives carriers/ISPs and software/ hardware companies the insights needed to seize the IP opportunity-use the Internet or an intranet to bypass the PSTN for long-distance voice and fax communications. The study provides: A strategic view of the markets and insights into new customer requirements and developments that create opportunities for all systems and services stakeholders Forecasts of key market segments for voice and fax communications over IP networks, so suppliers can quantify the real opportunities* Insights and recommendations to help make the business case for IP telephony Scenarios of how key players are positioning themselves to help allies and competitors identify winning approaches Vendor profiles of leading ISPs and hardware/software suppliers * Forecasts include international long-distance PSTN, IP services, and hardware/software markets over a four-year period. Breakouts are for five major regions, including North America. The study analyzes the emerging: User and service provider requirements Technology that enables Internet telephony Standards Carrier-grade products and solutions Regulatory issues Service opportunities Hardware and software opportunities Pricing trends for IP services Business and consumer market dynamics WHO SHOULD READ Business managers, strategic planners, and research directors at the following types of companies. Wireline and wireless service providers, to estimate load impact on existing networks, modify plant investments, and seize the Internet voice/fax opportunity ISPs, to boost revenue by providing voice and fax services over the IP networks On-Premises equipment and software suppliers, to capture new market opportunities Manufacturers, to seek new opportunities to provide switching and transmission gear to carriers Cable companies, to evaluate and develop the business case for offering IP Telephony Businesses, to combine voice and data networks and cut long-distance charges Semiconductor Companies, to learn the new requirements of equipment manufacturers Investors, to know where to place their money METHODOLOGY Killen & Associates employs primary research (direct contacts with industry users and technology product/services vendors in the topic area) and secondary research (the use of proprietary Killen & Associates' data bases, reports, and videotapes, plus other industry sources) in preparing its studies. Market forecasts are developed using the company's proprietary research methodology. DELIVERABLES 160-Page Study in electronic and/or hard copy format (see Order Form) Question/Answer Services: One hour of senior analysts' time answering questions directly related to this study Upon request, the Executive Summary, which is in English, can be translated into French, German, or Spanish Use the study to: Build a business case (for or against) Create a business plan Provide the basis for an Initial Public Offering Point developers and engineers in the right direction Determine investment opportunities Select target companies for agreements and partnerships Gain insights into the strategies of key players. AVAILABILITY: April 1998 Summary Order Form TABLE OF CONTENTS 1.Introduction Requirement Research Methodology Definitions Related Killen Studies Study and Interviews Available in Electronic Form 2.Executive Summary Market Drivers Market Forecasts Recommendations For: Enterprises ISPs Traditional Telephone Companies Equipment/Software and Systems Integrators 3.Making the Case for IP Telephony Model for the Enterprise Pay-back on In-house System The ISP Approach Model for Residential Customers When Does It Make Sense? 4.The Target-International Long Distance Services- The PSTN Market Regional Breakouts North America Europe Asia/Pacific South America Africa/Middle East Enterprise vs. Residential Regional Breakouts Revenue Distribution By Application Voice to Voice Fax to Fax Other IP Applications 5.Residential Market Analysis North American Forecast 6.The Wireless Market Analysis North American Forecast 7.Developments That Enable IP Voice and FAX Fall-back To the PSTN Voice and Fax Gateways Enhancements to PBXs Voice and Video Signal Processing Directories Other 8.Opportunities For ISPs-Market Sizing and Forecasts Assumptions Regions North America Europe Asia/Pacific South America Africa/Middle East 9.Opportunities For Hardware/Software Providers Assumptions Regions North America Europe Asia/Pacific South America Africa/Middle East The Product Categories Network Equipment On-Premise Equipment Miscellaneous Equipment Such as Kiosks Total for Equipment Providers Network Software On-Premises Software Total for Software Total for Equipment and Software 10.Profiles of ISPs/Carriers AGIS America Online Ameritech AT&T Bell Atlantic Bell Canada BT Deutsche Telekom FaxSav Graphnet GTE Hongkong Telecom IBM Global Services Inter-Tel MCI/WorlsCom NTT Pacific Bell PSINet Qwest SBC Sprint 11.Hardware/Software Suppliers ArelNet Cisco Systems Clarenet Fujitsu IBM Intel Lucent Technologies Microsoft Natural MicroSystems Net Centric NetPhone NetSpeak Nortel/Micom Oki Technologies Siemens VocalTec Vienna Systems Voxware 12.Lucent's View of the ISP Telephony Marketplace Carletta Glaspy, Global Marketing Director, Global Service Provider Business, Lucent Technologies 13.IXS.NET's View of IP Opportunities for Alternative Carriers Monty Bannerman, President, IXS.NET and former manager Bell Canada 14.Lucent's Vision of the Emerging IP Requirements of Call Centers Lisa Neal-Graves, General Manager, Lucent Technologies 15.Micom's Vision of the IP Private Network Voice/Fax Market John Reidy, Senior IP Product Manager, Micom 16.Pacific Bell Internet Services' View of the IP Opportunity Mark Fisher, Vice President, Marketing, Pacific Bell Internet Services 17.Conclusions What Is the Development Status of IP Telephony? Has the "Knee of the Curve" Been Passed? Who Will Be Impacted and How? Scenarios for IP Telephony Adoption by Users Summary Table of Contents Order Form LIST OF EXHIBITS Forecast of Total Revenues for Long Distance IP Voice/Fax Services and Equipment, North America and by Global Region,* 1997-2002 Residential Component of IP Long Distance Voice Services Revenues, North America, 1997-2002 Forecast of PSTN Long Distance Fax Services Revenues, North America, 1997-2002 Forecast of PSTN Long Distance Voice Services Revenues, North America, 1997-2002 Forecast of IP Long Distance Voice Services Revenues,** North America and by Global Region, 1997-2002 Forecast of IP Long Distance Fax Services Revenues, North America, 1997-2002 Forecast of Revenues from Telecommuni-cations Plant Equipment Investment for Long Distance IP Voice/Fax, North America, 1997-2002 Forecast of Revenues from On-Premises Equipment for Long Distance IP Voice/Fax, North America, 1997-2002 Forecast of Revenues from LAN Equipment Sales for Long Distance IP Voice/Fax, North America, 1997-2002 Forecast of Revenues from On-Premises Software Sales for Long Distance IP Voice/Fax, North America, 1997-2002 Forecast of Revenues from Gateway Sales for Long Distance IP Voice/Fax, North America, 1997-2002 Combined Revenue Forecast for Plant Equipment, LANs, On-Premises Equipment, and Gateways, for Long Distance IP Voice/Fax, North America, 1997-2002 Combined Revenue Forecast from All Equipment and Software for Long Distance IP Voice/Fax, North America, 1997-2002 * Global Regions include Africa/Middle East, Asia/Pacific, Europe and South America. **Breakouts include phone-to-phone calls and calls that originate and/or terminate at a PC. For more information please use our Inquiry Form

To: Howard C. who wrote (147)	5/20/1998 8:00:00 AM
From: risk-averse	Read Replies (1) \| Respond to of 530

ALL READ IF YOU HAVE NOT: The Wall Street Journal Interactive Edition, May 18, 1998 Promise of Internet Telecom Attracts Investors to Shares By SHAWN YOUNG Dow Jones Newswires Internet telecommunications promises to send traditional voice phone calls and a variety of data whizzing around the planet at dizzying speed for a piddling price. That promise is luring investors to some of the small companies that are working to make it come true. Bargain-basement price is the primary appeal of Internet calling, especially for international callers. Internet calls can cost a fraction of what they would if placed by traditional means. But some experts expect the versatility of Internet technology to be equally appealing in the long run. While the field offers relatively few pure plays for investors, it could grow fast enough that bit players today become juicy takeover targets for the likes of a Lucent Technologies or Cisco Systems. Analysts estimate that fewer than 1% of calls go over the Internet now, but they expect that to change fast. U.S. consumers spent about $50 million on Internet calls in 1998, but that should rise to about $1.3 billion over the next five years, predicts Christopher Mines, an analyst at Forrester Research, a Cambridge, Mass., technology research company. Using the Internet instead of traditional phone networks and new networks based on Internet technology, consumers can place calls from computer to computer, computer to telephone, and even phone to phone. Sound quality is fast leaving behind its Frankenstein-through-a-tin-can beginnings, at least for calls that don't travel over the public Internet. High-profile moves into phone service based on Internet technology by whopper companies like AT&T and Qwest Communications International have spurred demand and lent legitimacy to smaller companies that offer Internet phone service and equipment, says Amanda McCarthy of Yankee Group. Communications networks based on Internet technology can carry more calls more efficiently, thus more cheaply, than conventional networks. What's more, domestic and international regulators impose charges on conventional calls that aren't levied on Internet calls. Offsetting those advantages is the possibility that U.S. regulators will impose fees on some Internet calls and the fact that artificially high rates on overseas calls are coming down. But in the long run, Ms. McCarthy says, Internet technology will keep its appeal as it overcomes limitations built into conventional communications systems and allows for the development of advanced consumer communications that could include combined video, data, fax and voice services. Meanwhile, upstarts like IDT Corp., whose shares have risen to 33 1/8 Friday from around 8 last summer; the Delta Three unit of Bermuda-based RSL Communications; Rocky Mountain Internet; I-Link and Australia's OzEmail have the potential to build their followings. IDT shares, in fact, rose to as high as 40 1/4 on March 25 when the company announced an agreement to provide click-and-call phone service to customers of Yahoo! Inc. who have the necessary equipment. On Wall Street, some stocks already have good followings. American depositary receipts of OzEmail were trading at around 6 last May. They closed Friday at 19 1/8. In addition to winning over consumers, Internet phone services are becoming increasingly popular with calling-card companies that buy blocks of time to resell to customers who buy prepaid cards, Mr. Mines says. Aside from the gradual loss of their price advantage, Internet-based companies face competition from experienced telecommunications behemoths that don't take threats to their earnings lying down. They could use their marketing muscle, packaging skills and financial resources to deal serious blows to whatever upstarts they don't acquire, Mr. Mines says. "The quicker-moving service providers have an advantage while the big players are still scratching their heads and making strategic plans," says Jennifer St. Germain, an analyst with BT Alex Brown. The same could be said of Internet phone equipment makers such as NetSpeak, Brooktrout Technology, Natural MicroSystems, Dialogic, E-Net Inc. and Israel's VocalTec Communications. "These are the guys that are solving the problems," says Mr. Mines. Their stocks have been volatile, with VocalTec shares rising from about 7 in the summer to a 52-week high of 33 1/4 on Oct. 16. Shares closed at 18 Friday. NetSpeak shares have followed a similar course from single digits last summer to a 52-week high of 33 1/8 on April 2 to a closing price of 20 3/4 Friday. NOW, CAN ANYONE ARGUE THAT WE HAVE A LONG LONG LONG WAY TO GO in terms of our STOCK PRICE?????!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!NO.