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Technology Stocks : Ezenia! (VSVR)
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To: Edward F. Horst Jr. who wrote (477)7/14/1997 2:05:00 PM
From: Steve Bunning   of 890
 
IMO, the large scale deployment of inexpensive, standards based, videoconferencing equipment can only help VideoServer. Remember, VideoServer's products typically require that the end point Video Conferencing equipment be in place (equipment that VideoServer does not sell).

The more people that have point-to-point conferencing gear, the more people that need equipment from VideoServer. Think of a telephone conference call. You first have to have a phone before you can consider being on a conference call.

Several of the equipment vendors such as VTEL (owned partly by INTEL) and PictureTel have products which compete directly with VideoServer, and those products will be the problem.

Cheap and ubiquitous conferencing gear is more the solution than the problem.
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