Octel Communications OCTL Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Octel Communications OCTL

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: A Kabili who wrote (610)	6/6/1997 10:36:00 AM
From: David R	of 733

>My take is that Octel thinks the big growth and future of the industry lies in unified messaging. Perhaps that is why they are not overly concerned with IMA I would say that DataQuest disagrees. Unified messaging is not predicted to be in widespread demand for more than a year. Also, Unified Messenger handles max of 24 ports/box, and is sold as a SW product for $200/user. Not a big money system. One fully redundant SP system (Sierra is not fully fault tolerant, CGRM and BSN are), sells for well over one million dollars. A typical SP could have many of these systems. Octels Unified messenger may help to grow their CPE market a bit, but SP is approx 1/2 of their business. Remember IBM is still making a fortune in the mainframe business. Customers what reliability will pay top dollar for sales and support. SP is a high margin business. If Octel abandoned this market, they would lose half of their revenues, and slide into obcsurity. I will investigate the overseas market share and revenues of CGRM BSN and OCTL. I do not think that Octel is the leader in this market (international SP).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next