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Technology Stocks : FRANKLIN TELECOM (FCM)

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To: Noneyet who wrote (1072)6/27/1999 12:08:00 PM
From: mark garner  Read Replies (1) of 2891
 
my answers for the rest of your ?s

here are my answers to your post.
i will prefix Seth's original comment
your reply with Tom/Tony and finally
my answer.

SETH

Increase of customer base and repeat buyers

TOM/TONY

You supplied no details on the company names as new and repeat
customers, if that is usat and jm best, details to follow on them.

MY ANSWER

Cybervoz, Vodavi as well as USAT and JM Best.

first off, do no underestimate what USAT and JM Best
will continue to bring in new business to FCM.

FCM does not announce every order. some of these
unnannounced customers have the potential to be larger
repeat buyers

SETH

FCM Tempest is the gateway of choice to the largest VOIP network in the
world

TOM/TONY

I assume you are talking about usat, again I'll defer some of my
thoughts until I respond to your other points regarding usat. However,
below I referenced some articles of interest regarding this point. The
first one is taken from Internet Telephoney July 1999, which is a fairly
prestigious publication in this industry, as investors here should well
know. I don't understand how franklin, or usat, was left out of this
round table discussion. As you state; "FCM Tempest is the gateway of
choice to the largest VOIP network in the world". Why was the largest
VoIP network in the world not invited to speak at this roundtable ???

From Internet Telephoney Round table;
tmcnet.com
"We asked several industry-leading vendors for their views on the
Internet Telephony industry. Their responses appear below."

Click on VoIP Gateways for a formidable list of competitors;
computertelephony.org

Nortel weighs in;
tmcnet.com
The announcement went on to state that Nortel plans on being a major
player in the Internet telephony market — regardless of delivery
mechanism…wireless, wireline, or cable.

MY ANSWER

FCM and USAT are still relatively unkown in certain
circles. however they are very well known by most in
Internet Telephony, as can be determined by the coverage
in IT publications and shows. i would guess that this
author did not do very good research.

SETH

OEM agreements with vodavi will lead to another avenue to move product
off shelf. First order was for 30 boxes.

TOM/TONY

Vodavi looks to be at a minimum, a company with a decent revenue and
distribution stream. franklin should hang on tight to this company. I
don't understand why the stock has such low volume. Perhaps someone
knows this company and can explain why that is so.

MY ANSWER

we agree basically

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