according to the 12-13-00 10Q Qwest is the single largest
customer. NT is making a new integrated switch that has
echo cancellation capability in it.
So if NT is successful, that is DITC's key market.
that's the issue with DITC as far as I can tell.
from the 12-13-00 10Q
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WE FACE INTENSE COMPETITION, WHICH COULD ADVERSELY AFFECT OUR ABILITY TO
MAINTAIN OR INCREASE SALES OF OUR PRODUCTS.
The markets for our echo cancellation and optical communications products
are intensely competitive, continually evolving and subject to rapid
technological change. We may not be able to compete successfully against current
or future competitors, including our customers. Certain of our customers also
have the ability to internally produce the equipment that they currently
purchase from us. In such cases, we also compete with their internal product
development capabilities. We expect that competition in each of the echo
cancellation and optical communications markets will increase in the future. We
may not have the financial resources, technical expertise or marketing,
manufacturing, distribution and support capabilities to compete successfully.
One of our competitors, Nortel Networks, has begun sales of an integrated
switch, which has echo cancellation capability built into it and could therefore
eliminate the need for the echo cancellation capability provided by our
products. To date we have not experienced any material changes in customer
orders as a result of the introduction of this product. However, new
technologies such as these or other competing products, may cause our customers
to delay or cancel orders for our products.
Most of our competitors and potential competitors have substantially
greater name recognition and technical, financial and marketing resources than
we do. Such competitors may
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undertake more extensive marketing campaigns, adopt more aggressive pricing
policies and devote substantially more resources to developing new products than
we will. |
