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

To: Ariella who wrote (1647)	7/11/1998 12:18:00 PM
From: Don Walster	Read Replies (1) \| Respond to of 2349

Thanks, Ariella, for the Forbes post. The following quotes are taken from Claudia Gatlin's email to me in response to the ACCR - NSPK agreements "I can tell you that the fundamental issues relate to the timing of VocalTec's transition from the 3.X gateway product line to the 4.X and 5.X product lines (which are based on the new Ensemble architecture)." Since the gateway product line is the fundamental issue with VocalTec, and not IP Telephony, once referred to as the "toy", it did not seem fair that the gateway product line received only a one line reference in the Forbes article at the very end. "The revenue from Access Power was not material to VocalTec's results for either 1997 or the first half of 1998; 2) This is very situation-specific and should not be the basis for any conclusions about VocalTec's full product line or its strategy." I think the fact that the revenue from Access Power was not material to VocalTec's results for either 1997 or the first half of 1998 says it all. This is the IP Telephony area, the "toy", made so much of by Forbes in which VocalTec has little interest. Ariella, we read a lot about "spin" from both the White House and Ken Starr. The one-sided Forbes article almost sounds like "spin" from those who are interested in protecting their own vested interest. Kindest regards. Don