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Microcap & Penny Stocks : DGIV-A-HOLICS...FAMILY CHIT CHAT ONLY!! -- Ignore unavailable to you. Want to Upgrade?

To: Howard C. who wrote (25579)	9/11/1998 10:48:00 AM
From: Secret_Agent_Man	Read Replies (2) \| Respond to of 50264

Howard, MARK, the 110-M minutes is a fraction of all the LD minutes in Egypt. this is the # given to which DGIV, will be using and possibly more. What may be key in fact is the % of rev sharing of the Specified minutes, let's say 30% after fees, this should come to about 30 Mil a year... no small potato's. When looking to have ~100 Mil in revs per year this is a Giant step...note above I said Net ie after fees... no it's not written in stone in the press release, but that would be telling and competition is tough enough without giving away all details of every deal... funny how no matter what DGIV releases, for some it just is not good enough...Folks, c'mon, let's not downplay what is obviously a great deal for DGIV...in fact 2 in one week, yet, some folks still find ways to belittle our baby... we are only seeing the beginnings of a major company in the making let's not dissect it to death. all of the above is my opinion r1

To: Howard C. who wrote (25579)	9/11/1998 11:03:00 AM
From: RocketMan	Read Replies (1) \| Respond to of 50264

Howard, your response was also valid, but arguable. You are right, nowhere in the release did it say "exclusive." OTOH, Telecom Egypt is the national telephone company in a Moslem country that is very difficult to operate in as a foreign corporation. So IMHO this is tantamount to "exclusive," until some other company comes along with a VoIP deal with Telecom Egypt. Do I think 100% of the traffic will be IP? Mmm.... yes, maybe not 100% but close to it. Not today, not tomorrow, but in 2-3 years. Once a critical mass is reached, why would anyone in an emerging country use PSTN for anything but the most bandwidth-extensive applications, when they can go IP at much less cost and with minimal loss in quality? These are regions of the world where quality is not nearly as important as cost. And why would Egypt continue to lay in fiber when they can use existing fiber and leverage the voice compression and other techniques of VoIP to effectively multiply their existing bandwidth at little cost? So, I do think that this agreement is tantamount to exclusive, and I do think that the majority of the traffic in these regions will be IP. Only time will tell, of course.