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Monday, August 08, 2005
VOIP Surprise
If you told me last January that VOIP stocks would be big losers this year, I would have expressed some skepticism. After all, VOIP was suppose to be a big theme for investors this year, but that simply hasn't panned out. I suspect it has a lot to do with the lack of leadership in this fragmented industry. Even Deltathree.com (DDDC), a stock I've previously traded, just hit a fresh year-to-date low. Yet, the contrarian in me suggests it is again time to take a look at stocks in this sector, albeit for a speculative year-end trade.

Posted by Kirk at 3:26 PM in Opinion | Bookmark | Feeds | Link |
