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

To: Ron Kory who wrote (55)	6/4/1998 9:43:00 AM
From: John F Beule	Read Replies (1) \| Respond to of 308

Frank, GREAT information! Thank you. So the way I understand it, SS7 is needed before consumer preferences, ie: pre-paid calling, 800, 900 dialing etc. can exist on a data/voice network? I think another company that provides this technology is ADCT. Are you familiar with how NMSS's presence is in the marketplace? What is the barrier to entry? I believe this is the underlying asset of this company. VoIP is quickly being commoditized. Thanks

To: Ron Kory who wrote (55)	6/6/1998 6:08:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 308

Ron, in response to you post # 54, >>as an investor I need to know how this stuff translates into potential (or better, current) earnings...NMSS is now trading down at long term support at 19....approximately the same level as a year ago April when the small caps bottomed.<< Your views are shared by many in this sector. Take a look at the moaning going on over in a related stock, VOCLF. They are the primo numero uno by most accounts in this field, although they are at the systems level, not the component, but look at what some of their staunchest longers are now saying? I guess it all has to do with massive amounts of dilution being caused by a swarm of entries in this space, combined with low returns during the rampup that many seem to think is inevitable [but that I feel is arguable, at least] to follow. Anyone else care to venture an opinion? Regards, Frank Coluccio