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Strategies & Market Trends : Sharck Soup

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To: Sharck who wrote (467)	9/2/2000 12:18:53 AM
From: Sharck	Read Replies (1) of 37746

<Sharck you still like NMSS>: Arms Merchant for telco voice and network interfaces. They basically sell hardware boards and network interface software that people like lucent, nortel, and component integrators use to build full solutions. They were the primary competitor to dialogic. They have IP (internet) network interface cards that allow existing telecom networks to hook up with internet networks, they also have SS7 (system signalling 7) cards & stack - complex protocol for controlling telecom networks - getting very hot as people try to control internet networks to interwork with existing telecom networks. Intel bought dialogic, because intel is moving up-market - it is trying to migrate from raw mother board and chip manufacturing into more integrated full solutions (mother board and chips becoming commodity). Witness Intel's web servers, web gear, and all the other stuff they are trying to do. Well dialogic had the technology to integrate voice and telecom network interfaces into Intels's vision of the future. NMSS is a great aquisition target, and the only remaining voice/network component arms merchant of any value.

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