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Technology Stocks : Flexion -- PBX/Computer Telephony/Voice-Data

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To: blankmind who wrote (36)2/6/2000 3:34:00 PM
From: Gary Korn  Read Replies (1) of 72
 
is the yankee group examining a much small subset of the 3com estimate?

Seems to be the case. COMS was looking at LAN telephony (with PBX-telephony already being a large market), while Yankee Group is looking at small-scale, or office-based Integrated Access Devices (a new market).

The interesting thing about Flexion is that it bridges the gap, and covers BOTH the larger market and its subset. (The Information Week article totally missed the IAD aspect of Flexion).

Gary Korn
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