Dialogic ready to soar, funds buying Message Board

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Technology Stocks : Dialogic ready to soar, funds buying

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To: J L Segal who wrote (560)	6/24/1998 6:01:00 PM
From: David R	Read Replies (1) of 674

There is one issue that has not been discussed much. DLGC will be facing increasing downward pricing pressure on their products. Case in point, the Antares board, when introduced offered great DSP for high volume TTS and SR. I worked for the company that provided the TTS SW for the board. But today, you can get CPU based TTS for a fraction of the cost of Antares. Likewise, SR is moving to the CPU. Our newest product started out with Antares/Diva support as a requirement. But, in just a year, increasing CPU hp (along with the low cost of SMP) has eliminated that requirement. With regards to CT, the industry is converging on TAPI 3 as the defacto CT standard to which apps will be written. Dialogic and NMSS will face increasing competition from low cost upstarts, as T1, E1, and POTS boards head towards commodity items (like networking boards). Once the proprietary API's are gone (as they will), board prices will begin a free fall. NMSS is expecting T1 to be < $1000 per span. Figure that into Dialogic's forward looking revenues. DM3 is a fine product line, but I hope DLGC is prepared to live off of shrinking margins over the next few years.

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