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Technology Stocks : VocalTec (VOCL) -- Ignore unavailable to you. Want to Upgrade?

To: Anish Grewal who wrote (1503)	6/6/1998 11:25:00 AM
From: Bill Lotozo	Read Replies (2) \| Respond to of 2349

Your point is well made about the price swings. It really was fun going from 3.5 to 33. But I think the recent price drop is not just a sector shift but may represent some basic problems with Vocaltec's (and Netscape's) business premise. You say gateways are their future which is the toughest of all IP Telephony sectors to win. According to the Wall Street Journal, Sprint is working with Cisco & Bellcore to roll out on a big scale NOW, in this, the market sector that VOCLF wants. Sprint needs suppliers of the size of Cisco & Bellcore in order to implement their business plan. How will Vocaltec crack the gateway market, supply it and support it? Are they already overwhelmed with DT? How can Vocaltec ever give the synergies that the Cisco's & Bellcors have? Anish, I and others complain about the lack of information every six month's or so -- its the only way to get Gaynor to throw us some information crumbs. I will always have a small holding in VOCLF - Its like an old high school friend you hold onto for the memories but whose friendship hasn't held the test of time. Best regards, Bil

To: Anish Grewal who wrote (1503)	6/6/1998 12:37:00 PM
From: Don Walster	Read Replies (1) \| Respond to of 2349

Hi Anish! It was great to see you back on SI. You and Bill and I go back to the beginning. What has happened to Bill? He sounds resentful and bitter. I was puzzled by one of his comments to me: "Don, I've always liked you. But you seem to have fallen in love with the stock." Anish, because I like a stock doesn't necessarily mean that I have fallen in love with it. But let's suppose I have, wouldn't Bill still like me? I like Bill. The relationship the three of us have always enjoyed is important to me. I hope it can be preserved. Kindest regards, Don