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

To: chirodoc who wrote (166)	5/31/1998 12:53:00 PM
From: Frank A. Coluccio	Respond to of 530

Curtis, first, please forgive my calling you Chris in a previous post. Pleased to meet you. Thanks for the reference, but for the sake of clarity, the post you cited here in the preceding message came from me in the VoIP thread, and was a re-print of someone else's work, author unknown. Still trying to find the origins of that piece, as it was emailed to me the way it is shown by a city university associate, who is now on vacation somewhere out west... Message 4623785 Others have emailed me in PM asking what this portends for their favorite pure play stock, and my response is that it should not be viewed as fatal, rather, as reinforcement and corroboration to the principles and the viability of the model in general. When the largest carriers jump on board, they will lend a universe of credence to VoIP, and the rising tide will indeed lift all ships. The ensuing outcome might resemble the situation we are in right now in the POTS world, with the dominant players (about six or eight of them around the globe) taking 70% to 80% or the traffic, order-of-magnitude-speaking on a global scale, but by no means precise. And the remaining 20% to 30% could be shared among the next tier down, and those below, i.e., smaller facilities based providers, and then the resellers. The latter share of 20% to 30% will amount to some $300 Billion by today's estimates of a total of a Trillion dollars or so, before long, an appreciable carrot to say the least, for any company headed in this direction. The 80-20 could go 65-35, and so on, if diffusion in the market place continues, as some theorize, but it is likely that other productization factors and pricing dynamics will obscure these differences when convergence of non-voice components enter the picture, causing such comparisons to be declared anachronisms. And there will certainly be a requirement for smaller players in all spaces to fill niche requirements, i.e., specific point- solution-oriented situations that don't fit the product models of the larger carriers due to the difficult- to- justify- in- the- elephant's- den economics, of the larger carriers. Just a clarification as to the origin of that post, and some comments thrown in for good measure. Regards, Frank Coluccio