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: David R who wrote (255)	4/1/1997 11:43:00 PM
From: Crash	of 674

David, You make some excellent points. I also agree that until latency and bandwidth issues are resolved, the public internet makes for a poor telephony replacement. I do not expect these issues to be resolved anytime soon. This belief is bolstered by the positions that some of the carriers are beginning to realize the same and develop their own internet backbones. MCI for example is taking a very agressive stance on this and is building out a high speed intranet that is to run in tandem with the internet but which will give commercial customers the ability of reliable high speed access. This approach will allow for companies to provide dedicated access internally as well as externally from their corporate voice and data systems on the same network. You also make the point of Lucent being a solution provider vs. the Dialogic technology provider. The one point I am contantly driving home with Sales and Marketing personnel in this industry, is the fact that telephone carriers do not buy technology per se as they are purchasing a solution that meets their business needs. Internet telephony is merely one application of many that telecommunications companies are looking to purchase in the future. The application that is still driving a large part of the industry today and has the highest penetration rates is simple voice mail and messaging. Simply put, Telcos buy applications that bring in the most revenue. This concept of the killer application is true in a sense but only to a particular vertical niche of the industry. For example, the hottest application today in the wireless industry, behind voice mail, is prepaid wireless which is allowing wireless companies to capture untapped market segments previously turned away(credit-challenged). I have started a thread on the most successful player(Boston Comm.) for those that are interested. As for what technology or boards Lucent is utilizing in their new internet telephony server, I can only say that their previous generation of the Conversant product line utilized Dialogic boards. Does anyone have contacts that could obtain that info? Later, Crash

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