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No. of Recommendations: 3
Tim,

Yes, that appears to be the game in the VoIP arena:

Clarent
Sonus Networks
MCK Communications

"In Next Generation services, looking at voice over IP, we believe the Gorilla candidates are Clarent (CLRN $36-9/16), Sonus Networks (SONS $202-1/8) and MCK Communications (MCKC $25). These are a little younger than the IP companies. In our view, none of the companies has emerged as the Gorilla, so we are in the own-the-three camp."

What Paul is saying is that the point of the technology adoption cycle is in the earlier stages than IP and the 'own-the-three camp' is the classic 'basket' strategy where it is too early to be considering consolidation until more time is played out in the 'game'. It's not a game I have been following that closely in the past, but certainly might be worth some research and tracking if you are interested in following the game and seeing how the early game unfolds. No need to jump in with real money this instant, but take the time to track it for a good length of time to see what's what.

As has been said on this board before, there are many, many games going on in technology . Some that have more mass market appeal than others. Plenty of things in technology to cover, follow and track.

BB
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