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To: Judy who wrote (5520)8/7/1998 5:49:00 PM
From: Jorj X Mckie  Respond to of 34813
 
Judy,
Kinda hard for me to argue the valuation thing since I am out there telling the world how the internet is changing and will continue to change the way we live and do business. Further, when I think about it in this context, I do believe that we are still at the beginning of the growth curve. The future of voice on the internet went into my decision to get into TXN now. I believe that the voice/data networks that have been deployed to date (and it is a pretty big number) are a fraction of the potential VoD ports once internet telephony is viable for day to day activities (business and personal). And as you know TXN makes the DSPs that compress the voice.

Tom