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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (8704)	9/12/1998 5:39:00 PM
From: JoeinIowa	Read Replies (2) \| Respond to of 29382

Max, A post about stocks? Are you sure you are in the right place? Thanks for posting that article. When I originally read it, it made me think that the oil drillers who all are making big bucks and are predicting a good year next year might suddenly run into a real slow down. In fact, in brilliant hindsight that is exactly what has already happened to their stock prices. So now the question becomes has all this been factored in and bad news won't drop them? I guess at this point I will wait until I see an uptrend in oil prices before buying. If they show some weakness buying some puts may be appropriate. Joe

To: LTK007 who wrote (8704)	9/12/1998 8:16:00 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

Max, I know that you follow PSIX. ÿÿVoice Over the Internet Set to Skyrocket More and more companies are reaching out and touching their customers, suppliers and colleagues via the Internet instead of traditional phone networks. Thanks to Internet Protocol (IP)-based voice communications technology, businesses are increasingly becoming aware of savings they can realize by sending voice traffic over networks running on packet switching technology instead of the traditional circuit switching technology. And the savings are impressive. PSINet (NASDAQ: PSIX), one of the largest commercial Internet service providers (ISPs), estimates that it can save its business customers as much as 80% on telecommunications-related expenses by switching corporate voice communications to IP networks. Explosive Growth Anticipated According to a recent survey taken by Killen & Associates, a provider of market research and consulting services, telecom/datacom executives at Fortune 1000 companies expect that corporations will send 18% of their voice traffic utilizing IP by 2002. By 2005, this figure is projected to balloon to 33%. Currently, Fortune 1000 companies send less than 1% of their voice traffic over IP-based networks, the survey says. In response to this anticipated explosive demand, telecommunications carriers and Internet service providers (ISPs) alike are rolling out new voice-over-IP services. On July 26, AT&T (NYSE: T) and British Telecom (NYSE: ADR BTY) struck a $10 billion deal to form a joint venture that would offer integrated telecom services, including voice communications, to multinational corporations via IP-based networking infrastructure. The new venture will serve 6,500 corporate and carrier accounts. One of the biggest players is SouthNet Telecom Services, a privately held Atlanta-based ISP that is actively deploying voice-over-IP technology. Through reseller agreements with other ISPs and telecommunications carriers, SouthNet plans to offer its IP-based voice services in 100 cities by the end of September, according to management. By the end of 1999, SouthNet is hoping to introduce the service in 250 cities. Telecom and ISP resellers will be able in turn offer SouthNet's, according to the company. Broad-based adoption of voice-over-the Internet technology also promises to greatly benefit IP gear vendors. Companies, such as Lucent (NYSE: LU) and Cisco Systems (NASDAQ: CSCO) are among of the leading providers of switches, routers and software for IP-based networks. Bay Networks (NYSE: BAY), now a part of Northern Telecom (NYSE: NT), is stepping up efforts to incorporate the voice-over-IP feature into the company's cable modems. Bay says it plans to deliver first adopter cards for its modems by the fourth quarter of this year. The capability to transmit voice over the Internet using cable modems might look very attractive to long-distance telecom carriers such as AT&T and Sprint (NYSE: FON) who are actively trying to penetrate the local residential telephone market. Analyst: Alex Yakirevich