Jay, I think the problem here is the regulatory environment. There is a tremendous amount of politics, etc., and it is much deeper than most of us comprehend, unless of course you are a lawmaker involved in the process.
I do know that the big international carriers are not going to watch VOIP happen ( in a big way ) WITHOUT participating. in some fashion. Those who try to stop it may very well do so at their own peril. If DLGC is able to continue to set the standard, AND, enough large carriers begin using their products, they will grow.
I do believe that VOIP will succeed by either being a standard or providing the early building blocks. The key will be winning key contracts with companies like Lucent, AT&T, Bell Atlantic, MCI, Sprint and international carriers. The technology does work, and their will be tremendous carrier hardware upgrades for the foreseeable future on all types of CTI products, including VOIP.
I think the key issue here, like many situations, is timing. If management clearly understands where the market is going, and DM3 becomes part of the standard, we will prevail. However, if this bet is wrong or not appropriate.....
As far as I am concerned, the low end of the CTI market is gone (it actually never arrived for DLGC). The SOHO market has seen an onslought of competing products from Lucent, etc., as well as the other board manufacturers like NMSS & BRKT.. DLGCs abilitity to control costs will be key. IMO, the bet on DM3 will make them geniuses if they are right, fools if they are wrong. Cost controls, etc., are a given. |
