Was so ein kleiner Artikel bei forbes.com doch bewirken kann - Net-to-phone hat sich übrigens gleich angeschlossen.
From The Chart Room
Voice Broadband Breakout
Ben Berentson, 11.26.03, 9:08 AM ET
NEW YORK - Tobin Smith, the editor of ChangeWave.com, says he always looks for companies that lead the charge in new and novel technologies. Market watchers have been waiting for broadband voice to take off for some time now, and Smith thinks this might be the year it finally does.
Broadband voice allows you to place phone calls via high-speed Internet access connections. Higher speed, more reliable connections and a new regulation that allows telephone users to transfer their existing phone numbers from landlines to wireless and broadband phones figure to have a positive impact on this fledgling technology.
Telecom giant SBC Communications (nyse: SBC - news - people ) recently announced it was going to provide broadband voice beginning in 2004. Smith's voice Web telephony pick? Santa Clara, Calif.-based 8X8 (nasdaq: EGHT - news - people ) and
its Packet8 voice broadband technology. Unlike its better-known competitor, Vonage, 8X8 is a publicly traded Nasdaq stock. It trades for just under $4 per share.
The wireless revolution is here, and Forbes Wireless Stock Watch is up more than 70% in the last 18 months, thanks to stocks like Chinese provider UT Starcom. For a special report on "3 Wireless Wealth Builders" and a $45 holiday discount, click here.
Smith is buying EGHT for a number of reasons. "First, it has a better product than Vonage," he says. "Second, it just sold off its microelectronics business--it's now a voice broadband pure play. And the pricing is the killer app here: It's a flat fee, $19.95 a month for unlimited phone calls in the U.S. and Canada and $29.95 per month if you include Europe and Asia."
Technically, Smith notes, the stock broke out in early November and has since settled back down on low volume and found support on its 20-day moving average. It now looks as if EGHT is making another run: The stock rose nearly 10% Nov. 18. Smith thinks that EGHT could be trading as high
as $10-$12 in six months.
Eine meiner ersten Werte im Depot, als sie damals auf über 30$ gelaufen ist.
Vor 2-3 Jahren hatte ich auch mal nen Thread zur Voice-over-IP-Geschichte aufgemacht und das als next big thing empfohlen :-)
Leider war ich da der Zeit etwas voraus.
Wiederfinden kann ich ihn leider nicht mehr, dank Arivas genialer Suchfunktion :-(
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