To: Howard C. who wrote (29958 ) 10/22/1998 11:13:00 AM From: woody Read Replies (1) | Respond to of 50264
As I have previously posted this whole sector has been hard hit! Those that have remained should be rewarded IMHO as DGIV and the rest of the group begin to rebound from these lows. Regards..woody IT Index The Internet Telephony Sector suffered as great as any, in the long cruel summer experienced by the Market. The Fall has not been any kinder to this sector, as Small and Mid Caps comprise the majority of stocks that are emerging in this field. The major indices had a great rebound, but the Small and Mid Caps have still continued their year-long weakness. In this turbulent market, the lack of solid earnings dollars, have undermined the progress made on a technological and strategic level. Despite the alliances and growth, the revenues have not been high enough to sustain the formerly lofty market capitalizations for even the strongest seeming of the Sector players. Symbol Price Week YTD% Year Week Change Open Open ACCR 0.60 -3.23% -63.08% 1.63 0.62 ANET 7.25 9.52% -23.68% 9.50 6.62 ARLCF 3.12 0.00% 24.80% 2.50 3.12 BRKT 12.81 -1.46% 9.02% 11.75 13.00 CAGI 0.76 -16.48% 87.19% 0.41 0.91 CMDL 8.87 12.71% -4.43% 9.28 7.87 DGIV 0.78 -7.14% -15.68% 0.93 0.84 DLGC 19.71 -10.41% -53.62% 42.50 22.00 ETEL 2.00 3.63% -62.79% 5.38 1.93 FAXX 3.59 -0.83% 36.76% 2.63 3.62 FTEL 0.51 -21.54% -87.15% 3.97 0.65 HYC 6.75 44.23% -52.63% 14.25 4.68 IDTC 12.75 -6.39% -37.42% 20.38 13.62 INTL 13.50 25.58% -31.21% 19.63 10.75 LKON 0.81 3.85% 44.64% 0.56 0.78 LVLT 29.25 3.54% -26.42% 39.75 28.25 NMSS 7.50 -19.96% -83.43% 45.25 9.37 NSPK 6.00 2.21% -76.12% 25.13 5.87 NTRX 1.75 -9.33% 55.56% 1.13 1.93 OZEMY 10.00 -5.84% 26.98% 7.88 10.62 QWST 35.12 10.61% 16.82% 30.06 31.75 RMII 7.18 -19.05% 139.33% 3.00 8.87 VOCLF 6.75 1.96% -67.27% 20.63 6.62 TOTALS -0.17% -10.60% Leading the news this week, was a weak earnings report by Dialogic(DLGC) that caused a Friday tumble of nearly 20%. The overseas demand for products was weaker due to the re-trenching of foreign markets. This condition is expected to turn around in the next 2 quarters and the outlook for future earnings from Dialogic seems to be sound. Other movers of the past few weeks have continued their trends. E-Net(ETEL) has continued to drop from its year high of $20 dollars, to close at $2 on Friday. This decline is the latest of the high movers in the industry to fall from market grace. ETEL had bucked the down turn, but eventually the lack of revenue support took its toll. The pattern seems that once these Sector movers come down from their high point, they form a base. This has happened with Netspeak(NSPK), VocalTec(VOCLF), and Natural Microsystems(NMSS), down to the Micro Caps. All await the growth in fundamentals that will be needed to fuel the rise of this sector. ******************************************************************************** Internet Telephony Newslinks QWEST REPORTS THIRD QUARTER 1998 RESULTS http://www.corporate.ir.net/ireye/content_alone.asp?ticker=qwst&script=410&layout=12&frame=right&item_id=10456 IDT Reports Fourth Quarter and Year-End Earnings \http://www.idt.net/idtwhats_docs/998/9-28-98.html Frontier and IDT Ink $52 Million, Long-Term Capacity Deal http://www.idt.net/idtwhats_docs/1098/10-07-98.html Voice On Net Coalition Announces Incorporation http://www.brooktrout.com/w_happening/press/980929.htm Japan Telecom Cuts Deal with ITXC http://www.soundingboardmag.com/hotnews/8ah2165915.html Brooktrout Technology Announces Third Quarter Results http://www.brooktrout.com/w_happening/press/981015.htm AT&T plans kit to help ISPs create IP voice services http://www.infoworld.com/cgi-bin/displayStory.pl?98105.eioatt.htm ROCKY MOUNTAIN INTERNET TO LAUNCH DIGITAL SUBSCRIBER LINE (DSL) HIGH-SPEED INTERNET SERVICE http://www.rmi.net/home/whatsnew/pr-dsl.shtml ROCKY MOUNTAIN INTERNET TERMINATES AGREEMENT TO ACQUIRE INTERNET COMMUNICATIONS CORPORATION rmi.net Natural MicroSystems Announces Results For The Third Quarter Of 1998
nmss.com
Natural MicroSystems Teams with InnoMediaLogic to Deliver Multi-Chassis, ATM Connectivitynmss.com MCI WorldCom introduces combined servicesinfoworld.com Cisco, Hitachi Partner to Hasten Rollout of IP Telephony Products
soundingboardmag.com
Former Marketer of Psychics Thinks the Heavens Favor IP Telephony http://www.soundingboardmag.com/hotnews/8ah281846.html Beyond the BookDirectories Take on New Meaning in the IP World http://www.soundingboardmag.com/articles/8a1feat3.html Motorola's VoxML to bring Web content by Telephone http://www.infoworld.com/cgi-bin/displayStory.pl?98101.eimotorola.htm Abilene Hits the Scene http://www.thestandard.net/articles/display/0,1449,1863,00.html?home.bf FCC says Ameritech, US West can't offer long-distance http://www.infoworld.com/cgi-bin/displayStory.pl?980928.wnfcc.htm DEUTSCHE TELEKOM CANADA LAUNCHES PHONE-TO-PHONE COMMERCIAL SERVICE TO 100 COUNTRIES USING VOCALTEC'S IP TELEPHONY SOLUTION http://www.vocaltec.com/about/press/press3.htm VOCALTEC AND EXCEL SWITCHING ANNOUNCE CARRIER-GRADE PROGRAMMABLE SWITCH WITH IP TELEPHONY CAPABILITY http://www.vocaltec.com/about/press/pressrel.htm e-Net, Inc. Introduces TelSet Express\'99-Software Solution Enabling Customers of Participating Data Service Providers to Tap Benefits of Data Telephony\'99 & Use Advanced Calling Features http://www.datatelephony.com/enetnews/98_Press/092398pr.html Japan Telecom Launches IP Telephony Service Using VocalTec and Fujitsu Business Systems Joint Solution http://www.vocaltec.com/about/press/press10.htm VocalTec Announces Executive Appointments http://www.vocaltec.com/about/press/press9.htm Bezeq International to Launch IP Telephony Commercial Pilot Using VocalTec Ensemble Architecture http://www.vocaltec.com/about/press/press8.htm Lucent and VocalTec Demonstrate Industry's First Interoperable Internet Telephony Gateways over ITXC Network http://www.vocaltec.com/about/press/pr_lucent091498.htm Amdocs and VocalTec Partner To Offer Comprehenseive, Real-Time IP Telephony Customer Care and Billing Package http://www.vocaltec.com/about/press/pr_amdocs.htm NetSpeak Announces Third Quarter 1998 Preliminary Results http://www.netspeak.com/press/981005.html Qwest to Provide PointCast with Primary Internet Connectivity http://www.qwest.com/press/092498.html Qwest Subsidiary, EUnet International, to Provide First Pan-European Broadcast Services over the Internet http://www.qwest.com/press/092298.html Netscape and Qwest Unveil Plans for Next-Generation Internet Communications http://www.qwest.com/press/091798.html Qwest Announces Industry Leading High Performance IP Network and Acquisition of Icon CMT Internet-Solutions Company http://www.qwest.com/press/091498.html Qwest Awarded $38 Million Contract to Provide Voice and Internet Services to MiCTA qwest.com !http://www.ftel.com/press/pr3rdquartersales.htm! Franklin's FNet Offers Prepaid Telephone Debit Cards "http://www.ftel.com/press/prcallingcard.htm" Power & Telephone Supply to resell Tempest System #http://www.ftel.com/press/prpandt.htm# IDT Completes UK Facility $http://www.idt.net/idtwhats_docs/1098/10-15-98.html$ AT&T Stakes Out Leadership Position in IP Telephony with Offers for Carriers, ISPs, Businesses, Consumers %http://www.idt.net/idtwhats_docs/1098/10-08-98.html% Global Crossing to Build $700 Million Fiber-Optic Network &http://www.thestandard.net/articles/display/0,1449,1884,00.html?home.tf& IDT Hires Top Execs for Global Telco Expansion 'http://www.idt.net/idtwhats_docs/998/9-29-98.html' ACCESS POWER INTRODUCES LOW COST CALLING TO CANADA (http://www.accesspower.com/pr100898.html( ACCESS POWER ANNOUNCES $10,000,000 AGREEMENT WITH LDT NET COM )http://www.accesspower.com/pr100598.html) ACT NETWORKS ANNOUNCES FIRST QUARTER RESULTS *http://www.acti.com/news/news_Q1FY99.htm* ACT Networks Signs OEM Deal with Lucent Technologies +http://www.acti.com/news/news_Lucent.htm+ ACT Networks' NetPerformer Receives Award ,http://www.acti.com/news/news_NPAward.htm, Brooktrout Software and Genesys Announce Partnership to Integrate Voice Processing and Call Center Platforms -http://www.brooktrout.com/w_happening/press/981005.htm- Brooktrout Technology Invites Press and Analysts to IP Telephony Demonstration .http://www.brooktrout.com/w_happening/press/981001.htm. Brooktrout's Industry Acclaimed IP Telephony Products Take Center Stage at CT Demo & Expo /http://www.brooktrout.com/w_happening/press/980921a.htm/ To unsubscribe, reply to this email with the word unsubscribe in the subject line.