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To: Hawaii60 who wrote (29761)	10/7/2003 11:19:34 PM
From: Steve Fancy	of 30916

Maaaan, this is fruitcake heaven and hcon, you are definitely still head fruit, with carrera a close second...LOL! I think you answered the question regarding the fund you said was buying a million plus shares in the sevens, thank you. It's highly unusual for the hawaii/carrera team to admit that maybe they were less than truthful and I appreciate your honesty for once. But I realize all your yip-yapping was just to try and bury the posts where you were clearly not all there and matching your other halfs psycho descriptions to a tee. Course then again, most of the crap you accuse itxc of were sins of NTOP first...LOL! Message 19378376 Steve

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From: carreraspyder	10/8/2003 1:54:30 AM
	of 30916

Needham Research Note -- dated June 2003 445 Park Avenue, New York, NY 10022 (212) 371-8300 Equity Research Note (June 13, 2003) Digital Video and VoIP Dominate 2003 Cable Show Summary • At the 2003 National Cable TV show in Chicago, we saw digital (high definition) TV (on demand)and voice over IP (VOIP) dominate the scene. High-speed data was almost invisible, we believe partially because it has become taken for granted as there are no major technology roadmap battles left. …. On VOIP, we saw the emergence not only of the service outsourcers such as Vonage, 8x8, Gemini and Net2Phone, but also of several contracts by second-tier cable operators to actually do outsourced VOIP. 2003 National Cable TV Show in Chicago: The big telephone companies such as Verizon, BellSouth and SBC may still be in thinking mode when it comes to building a full-service broadband network for high definition TV, but the cable TV industry is not standing still in its massive assault on the RBOCs. We believe the high-speed data wars have become comparatively boring from two perspectives - first, the cable TV companies are winning this marathon race every day, and second, the cable TV’s architecture for high-speed data is on a predictable linear implementation path from DOCSIS 1.1 to 2.0. Therefore, technological attention has now shifted to IP telephony and enhancing the video products. IP telephony will be a strong offensive weapon against the RBOCs, and video needs a defense against the massive DVR deployments by the satellite companies. Mr. Cable -- Meet The New IP Telephony Business Model: Several companies including Vonage, 8x8, Gemini and Net2Phone are now offering cable operators what we call “zero capex telephony” where substantially all of the switching equipment is owned and managed by the new outsourcing companies. What is left for the cable TV operator is the CMTS/data infrastructure, marketing and perhaps Level 1 tech support. Net2Phone, Gemini and Vonage have already announced deals with cable operators, and we believe this is just the tip of the iceberg. Vonage and 8x8 is also going direct to the consumer with their own branded offerings, and we believe the success of Vonage in particular has drastically accelerated the urge to launch IP telephony among several cable operators. Previously, we believe many cable operators viewed the residential telephone opportunity as a “nonperishable asset” that could be attacked in 2003, 2004 or even 2005 without material attenuation to cellular or UNE-P. This all changed in late 2002, when Vonage started to perish this sitting-duck target of the cable operators. No longer is it a viable telephone strategy for the cable operators to wait until 2005 and hope for a feast off the RBOC corpses. The “guerilla IP telephony” players (as we wrote in our First Call note from January 12) are the hyenas that will otherwise feast from the RBOC residential telephony corpses first. Arris is the leading VOIP play, as we believe Arris’ superior experience in cable telephony positions it well to serve as the industry’s premier systems integrator on top of its very good position in the CMTS market. …. 3 Ways To Skin The IP Telephone Switching Cat: We believe there are largely three ways to attack the IP telephony switching back-office. The simplest method, employed by Vonage, 8x8 and others, is to do SIP servers using standards-based hardware from IBM, Dell or others. The second method is to still use mostly standards-based hardware, but to add a variety of features that makes for quality of service using the PacketCable specifications from CableLabs. Syndeo and Gallery IP Telephone would be examples of such a method used in places such as Puerto Rico by Liberty Media. The third approach is the “purpose built iron” approach, of which CedarPoint is the best example with an all-integrated “telco in a box” using an optical mid-plane and custom ASICs throughout. Comcast is trying both Syndeo and CedarPoint, and our guess right now is that CedarPoint is being tried in more Comcast locations than Syndeo. Time Warner appears to be going with Cisco’s end-to-end solution using a solution competitive with Syndeo and Gallery. Siemens has won the Cablevision account with yet another solution. We believe privately held Nuera is the leader in the PSTN gateway, followed by Cisco. … Going After Grandma, And Ma Bell: The theory has been that IP telephony is a great way to go after the 20%-30% households that have broadband, but that the RBOCs are somehow “safe” for the time being in their serving the people who have dial-up Internet access or no Internet access at all. We believe that some time in mid-2004, the RBOCs will be in for a rude awakening here. In our opinion, the cable TV operators are likely to offer IP telephony over cable modems where the Ethernet (and USB) output ports are disabled, leaving the ability to serve Grandma’s old black phone at a bargain price even though she does not have a computer and is not about to pay for broadband Internet access. This means 100% -- not 30% -- of households are a viable near-term target for the cable TV operators in their assault on the landline telephony market. We believe this will put nasty pressure on local telephone pricing, far beyond the ability of, for example, Vonage to compete for the sophisticated households today.

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From: carreraspyder	10/8/2003 2:37:21 AM
	of 30916

Steve, there is one “hot air” post you made on Yahoo and Silicon Investor, I didn’t post the other day: In it, you used an alias on the Yahoo ITXC board. It’s one of several you used on the ITXC board as you "constructed a fabrication bolstering your position," (even as you do here) before you got nasty after covering, announcing you had covered but would be back to get them. You selected out certain ITXC longs to bash. You delighted in it (even as you go over to the yahoo NTOP and bash there when something happens here you don't like) -- Yahoo took action. Re: (ot) steve fancy by: itxc_bull Long-Term Sentiment: Strong Buy 06/30/03 02:50 pm Msg: 40656 of 40662 You have flipped your lid Hawaii, you should seek help. Besides your current vendetta against people who don't post what you like, ITXC has proven YOU ARE NOTHING but HOT AIR in regards to voip. Fair is fair now. ********* STEVE ON S.I. – everybody/thing but me is “NOTHING, etc.” To:carreraspyder who wrote (28963) From: Steve Fancy Wednesday, Jul 16, 2003 12:09 AM Respond to of 29019 What's your point HCON? That you are on some kind of 24/7 Fancy attack/Jonas promoter...LOL! Take a few days away from the computer, it'll do you some good. Than you can sue me as you offered and we'll get on with it. It is becoming evident YOU ARE NOTHING but smoke and HOT AIR but what would we expect from a HCON. Best, Steve To: Smear_campaign who wrote (28237) From: Steve Fancy Wednesday, Dec 4, 2002 5:34 PM Respond to of 28802 Smear old man, I monitor particular threads on SI all day for situations that might influence my trading and messages here show up on my bookmarks page...NOTHING MORE, NOTHING less...LOL! The HCON, and most recent sidekick Smear, help occupy those dull moments. I keep an eye just in case someone posts something worthwhile:) And you got it, I am honest Gene ... Steve To:613 who wrote (29648) From: Steve Fancy Friday, Sep 19, 2003 3:21 PM Respond to of 29763 Take a look at an intraday volume chart. Huge spike right after the affiliate spoke on CNBC, and most of the volume occurred over the next hour. This was definitely a CBNC inspired pop, but that's not to say it won't continue or news might not come. I'm long going into the close but assuming no news will short it Monday AM into any follow through if it occurs. But this reflects NOTHING more than day trading the trends. Regards, Steve To:Hawaii60 who wrote (29596) From: Steve Fancy Wednesday, Sep 17, 2003 12:05 PM Respond to of 29763 LOL! You are right, it was my choice, but that has NOTHING to do with it. If you are worried you may want to seek professional guidance. You apparently didn't check me out as well as I thought. Steve To:Hawaii60 who wrote (29579) From: Steve Fancy Tuesday, Sep 16, 2003 11:20 PM Respond to of 29763 Yup, I saw them, never said I didn't hcon. I said several times they were BS. NOTHING more than a desperate attempt by a desperate dude who has run out of ideas …. Steve To:Smear_campaign who wrote (29574) From: Steve Fancy Tuesday, Sep 16, 2003 10:34 PM Respond to of 29763 Smear, just to clarify, NOTHING at all wrong with being positive, I encourage it. NOTHING wrong with discussing both sides of the issue though and that is where the problems have always been here. As you and anyone that has ever had the unfortunate experience of this thread knows, any slight negative and certain people here start ripping new butt holes. Honestly, I thought I'd always been reasonable. But, enough of that. Best regards, Steve Steve To: Smear_campaign who wrote (29559) From: Steve Fancy Monday, Sep 15, 2003 10:38 PM Respond to of 29763 The cons here are clear. I have no con, and NOTHING to lie about. I don't like Jonas, his leadership style, or his track record, but doesn't really matter to me if the stocks go up or down. Steve To:Hawaii60 who wrote (29518) From: Steve Fancy Thursday, Sep 11, 2003 8:51 PM Respond to of 29763 OK, if you want to compare notes, lets start with this board. You show me your list of my lies and cons, and I'll put one together for you:) One list will have NOTHING on it, and the other will probably take 10 posts to get the whole thing published ...LOL! Steve To:Hawaii60 who wrote (29391) From: Steve Fancy Friday, Sep 5, 2003 12:48 PM Respond to of 29763 A challenge for you, don't post to me as you have promised at least a dozen times. That would rid the board of half the crud, and yours are the nastiest here by far. Not only do you post NOTHING but fabrications, you're word is no good either. Steve

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