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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (3037)	11/7/1999 7:10:00 PM
From: QuietWon	Read Replies (1) of 4337

Video over the i-net sector. Steve, I've researched and been tracking this area even before my SI days. I have my big integrated services co's picks. I'm looking for the next level down co(s), in particular the "key" or "core" co(s). I see FVCX leading in this area. What are your thoughts? 1. FVCX tech based on H323 gateway (vs. the expensive ISDN, H320) 2. Alignments with resellers/integrated services co's eg. NT, LU 3. Mtg agreements with installers, complementary products eg. PLCM, ACUC 4. ATM is still the transport of choice (too many ppl confuse IP addressing with IP transport, imo) I was quite disappointed in my visit at FVCX's premises a few weeks back, but that is more on the handling of a situation vs its technology. What are your thoughts on MADGF? GDC?(H320 only) NMRX(H323)? WPNE(software only)? CCUR? etc What pure plays (vs the integrated services co's) do you see in this sector ?

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