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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: steve harmon - analyst who wrote (1702)	5/23/1999 1:01:00 AM
From: Hawaii60	Read Replies (1) \| Respond to of 4337

Steve, If you don't mind. What IS your opinion of the alliance between AOL, Softbank and particularly GE with IDTC? cbs.marketwatch.com Also, do you like the idea of net2phone on AOL instant messaging service. So that calls can be made anonymously as well? Thanks so much.

To: steve harmon - analyst who wrote (1702)	5/23/1999 7:27:00 AM
From: rest42	Respond to of 4337

Steve,thanks for the reply.I understand that data is data and all data in the future will be delivered over the internet------I guess my question was concerning delivery.I read a great article about smart data-------telephone lines and routers and asynchronous etc. and dumb data-------digitized packets.The gist of the article was that dumb data moved quicker and more effeciently in the space between connections than did smart data that had its route mapped out for it with these hightech gizmos. It dawned on me that internet telephony is based on dumb data and with that in mind,it would make sense that to bypass the smart delivery systems for the delivery of data and go to dumb delivery systems.So it made sense to me to look at a company based on dumbness Idtc/net2phone as the next delivery system for the internet.If the nerds have won-----then the next step is for the dumb to conquer!!!!!