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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Hawaii60 who wrote (2243)	2/27/1999 10:48:00 PM
From: Marty Rubin	Read Replies (1) \| Respond to of 30916

INSIDE WALL STREET (Business Week --March 08, 1999) Will Motorola Speak to NetSpeak? For a small company, NetSpeak (NSPK) hobnobs with some telecom biggies, including Motorola (MOT), which has accumulated a 32% stake. NetSpeak's claim to fame, says Robert Goldman of New York investment firm Josephthal, is its call-agent technology, which has been integrated in Motorola's wireless and wire-line technology. One NetSpeak (NSPK) product lets customers talk to a live service agent while they are online. NetSpeak stock hit 32 in April, 1998, but started to skid when analysts noted that competition in the Internet telephone industry was intensifying. The stock dropped to around 5 in October. It has since rallied, closing at nearly 13 on Feb. 23. In the fourth quarter, a big chunk of NetSpeak's sales were to Motorola. But NetSpeak has yet to make money. There is speculation that Motorola may expand its stake in NetSpeak or make an offer for the whole company. Motorola paid about 30 a share last year when it raised its NetSpeak holdings from 15% to 32%. ''If Motorola really has its eye on NetSpeak, this is the time to move--when it's stock is still way down,'' says one California money manager. Goldman thinks Motorola will need to buy NetSpeak sooner or later for its Net telephony technology. At a recent cable show, Motorola introduced its Vanguard Gateway platform that integrates NetSpeak's technologies to provide Internet routing of phone calls. Motorola makes the hardware and NetSpeak provides the software to deliver voice and data over cable modems, says Goldman. He believes that, as new uses for NetSpeak software are deployed, the company may seek alliances with other hardware makers, such as Lucent Technologies (LU) or Cisco Systems (CSCO). These two are leaders, he notes, in making Net telephony gear, but they lack software components required to deliver ''a full solution.'' Motorola's George Grimsrud declined comment, and NetSpeak CFO John Staten said the company did not comment on market rumors. BY GENE G. MARCIAL Copyright 1999, by The McGraw-Hill Companies Inc. All rights reserved.

To: Hawaii60 who wrote (2243)	3/2/1999 4:46:00 AM
From: nord	Respond to of 30916

Hawaii60 Vik Grover: He worked at Stern Agee in Atlanta. He was an "analyst there and put out several in depth reports on a company by the name of The Network Connection (TNCX). I was an investor in that company at the time. I don't know what the circumstances of his leaving for Kaufman were, but I know they were not happy with him. I also know that there in retrospect was a big pump and dump of that stock. If you need to know more let me know and I can give you some names of people who may be able to offer more info. I do not know of any action taken against him or any evidence of wrong doing but when I saw his name it struck me as very interesting and suggested a pattern to me.