Excuse me while I catch my breath Gregory. I will be happy to move on to competing technologies, however, for the sake of "all those lurking on this thread" let me correct a few mistated allegations:
>David R dislikes Octel
Not to far from the truth. Octel is current #1. A good target for all competitors (of which I have worked for several over the years).
>David R believes that Octel's products are all but dead from old age.
Not true. I believe that Sierra is past dead. It is 10 years old, and totally proprietery. Sierra is Octel's large capacity system. Their SP market is approx 50% of revenues. How much longer can Sierra keep that revenue stream flowing? You decide.
>David R is convinced that this company is going to lose its market share position because the other companies in this sector are far superior to Octel.
Partially true. I think Octel being #1 has only one way to go. The only way that they can prevent this is timely release of new product technology. Unified messenger is nice, but it does not address the Sierra exposure. IMA would, however, IMA is nowhere to be found.
>David R also has been able to show everyone that even though Octel is racking up industry awards these are meaningless because other companies with better minds will soon have much improved versions of everything Octel brings to market.
No, I merely pointed out the Unified MEssenger has won awards because it is the only UN product with single message store), and therfore singe adiministration point. However, UM is not shippin, and other VM providers are already selling unified message products (dual message store). Single message store is nice, however, currently only exchange is supported. Exchange does not have a large email market share, and therefor even when Octel's UM ships, it will have limited market (initially). The dual message store products can better integrate with customer's existing email systems at the expense of additional administration. NOTE: This will be remedied as the post office providers all move to support IMAP.
>David R would never invest in Octel even if he knew beforehand that the stock would climb from 15 to 50.
Don't be rediculous. If I knew for a fact that Octel was going to go to 50, I'd take out a second on my house, apply for a hundred visa cards, and take advances on all of them, etc., etc., and put all of the money into Octel calls. I may have some technolgy biases, but I am not an idiot :-) |
