I just loaded the boat.
BOUGHT 75 Oct. $22.5 contracts at 7/8. VSVR always tanks when the market runs (like today).
If I'm wrong, I'm dead. I don't think I'm wrong. VSVR owns 85% of the MCU market and I just confirmed with PCTL office that they still use and foresee the continued use of VSVR's MCUs.
GOD I'M GONNA MAKE SOME BUCKS.
- John
PS> READ THE FOLLOWING AND TELL ME HOW MUCH I'M GONNA MAKE:
What Are Multipoint Control Units, LAN/WAN Gateways and Servers?
VideoServer's revenues are today 100%-generated by sales of multipoint control units (MCUs), a highly intelligent switch that enables more than two sites to participate in a multimedia conference (a combination of audio, video and data). MCUs, particularly VideoServer's, contain an enormous amount of processing power and software in order to provide value-added features such as continuous presence (ability to see four participants simultaneously), speed
balancing (ability to connect users at different connection rates), operator assist and call management. VideoServer
dominates the MCU market with what we believe to be an 85%-plus share. VideoServer sells MCUs directly to telcos
and service providers, and it OEMs the product to many different vendors, including PictureTel (VideoServer's largest
customer).
Currently, most business videoconferencing calls are made over digital dial-up lines such as ISDN and Switched 56
lines. The videoconferencing protocol used over this medium is H.320. In the future, we expect customers to videoconference over their computer networks (i.e., LANs, intranets, the Internet). The videoconferencing protocol used in a computer network environment is H.323. For an H.320 endpoint operating over a digital dial-up line to connect to an H.323 endpoint operating over a computer network, a LAN/WAN gateway is needed to provide the physical connection as well as the necessary protocol translation [more sophisticated gateways, such as the ones being developed by PictureTel and VideoServer, are capable of pure transcoding, a feature necessary for maximum performance, flexibility and interoperability with other videoconferencing protocols (i.e., H.324, a protocol designed for
POTS-based systems)].
Videoconferencing servers are also a necessary component of LAN-based videoconferencing. Servers are used to
monitor/control the audio/video traffic over the computer network, provide directory services and, in some cases, can supply multipoint capabilities but only for users within the local computer network. |
