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Technology Stocks : ICOM: Investment Discussion

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To: JimBeamII who wrote (437)3/27/2000 12:27:00 PM
From: rpalladin   of 494
 
Posted this on the Yahoo board in response to Herman4045. Thought I'd post it here for information purposes

Hosted by AT&T and it gave the results of a study done by Probe Research for clients such as GTE, AT&T, Nortel, Sprint, Ameritech, Intel Microsoft, Newbridge, telecordia and others ( I listed these to show how well respected Probe is in the insustry). The focus of the study was on what it takes in terms of costs to transition from today's TDM and IP networks to future networks.

They grouped the networks into 3 subsections each with its own set of equipment
1. Outside plant
2. Switching office/pop
3. Core network nodes

One of the conclusions reached by Probe was that within the outside plant, which is where the interface with the customer occurs, the Multiple Access Platform (MAP)was the primary piece of equipment. Because you need the most of these to interface with the customer set, their cost model showed these MAPs as representing the largest single cost that a network manger had to budget for.

ICOM IS IN THE MAP BUSINESS OMNILYNX IS A MAP product and represents the most sophisticated product available at this time. So ICOM has positioned itself to be in the most lucrative segment of future network architectures. It is not risk free but the rewards can be staggering. (I'll give an example of how big the rewards can be if one is patient $10k in MFNX held for the past 2yrs=over 600K today, EXDS=over $1M today. VRSN= over 1.2M today etc etc.) Do your own DD and decide how, when and how much to invest ICOM.

Hope this helps

Good luck to all longs
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