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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony -- Ignore unavailable to you. Want to Upgrade?

To: Blazejay who wrote (2710)	5/19/1999 3:13:00 PM
From: mauser96	Read Replies (1) \| Respond to of 3178

Personally, I like Nortel and Cisco. NT has actually won contracts to install VOIP systems. Some other investors would include LU and TLAB. I invest almost exclusively in companies large enough to attract institutions, so I don't know much about smaller companies.

To: Blazejay who wrote (2710)	5/19/1999 4:30:00 PM
From: wombat	Respond to of 3178

LKON

To: Blazejay who wrote (2710)	5/21/1999 12:03:00 AM
From: Diamondhead	Read Replies (1) \| Respond to of 3178

Blaze, You might want to take a look at IDTC. They are the leader in telephony over the net. They are about to spinoff an IPO (keeping 66%) with the biggest name partners out there: Softbank, AOL, GE. They have deals with Yahoo, Netscape, and a zillion other top internet companies. AOL will be putting their net phone on their chat boards so that people can make anonymous phone calls to each other. The core business (internet backbone..224 POPS, discount long distance services, new switching technology..)earning were depressed last quarter because of their investment in their NET2Phone subsidiary and soon to be IPO. Without Net2phone their earnings will jump and then the .com value of their 66% holdings in the new ipo NTOP (net2phone)will double? the value of it shares. Good luck, Kevin

To: Blazejay who wrote (2710)	5/21/1999 7:05:00 AM
From: Gary R. Owens	Read Replies (2) \| Respond to of 3178

re:VOIP companies, FCM/FNet (Franklin Telecom): ragingbull.com By: sdavidg Reply To: 14552 by redRat Wednesday, 19 May 1999 at 6:00 AM EDT Post # of 14672 The handwriting is on the wall! Jan 99 - Franklin's DVG Named Product of the Year Feb 99 - Franklin Telecom Helps Set Standard For Voice on the Internet Mar 99 - Franklin Telecom Begins Trading on American Stock Exchange Apr 99 - Franklin has designed, installed and manages, for a customer, the largest IP Telephone network in the world. Apr 99 - Franklin Telecom Triples Revenues Apr 99 - Franklin Tempest Expands to Europe Apr 99 - Franklin Telecom Signs OEM Agreement with Vodavi April 29th - Franklin in the Black! Westlake Village, CA. April 29, 1999 - Franklin Telecom (AMEX: FCM) today filed its 10Q for the March 1999 quarter with the SEC. Sales for the quarter were $4,270,000. Net income was $382,000. Earnings per share were $.02. These results show a 244% increase from the December quarter which reported $1.2 million in revenue. Furthermore, this is a 1,214% increase over the same quarter last year. Franklin CFO Tom Russell said, "This quarter is a milestone in the Company's history. After a lengthy period of product development, the Company has turned this into a commercial success, with profitable results. Looking over the last five quarters, we have demonstrated a remarkable, consistent sales growth." Frank Peters, Franklin's Chairman and CEO commented, "We are excited and gratified at this evidence of our continued growth. Going back one year, our revenues starting last March 1998 for each quarter were $325,000; $524,000; $933,000; 1,200,000. Now for the March 1999 quarter, our net income is greater than our total sales from the quarter a year ago. We're bucking the trend for Internet companies - we are making a profit!" Dave G.