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Technology Stocks : Ezenia! (VSVR)
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To: Steve Bunning who wrote (479)7/17/1997 12:57:00 PM
From: Howard Herskowitz   of 890
 
"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."

I am confused! If Videoserver's largest customers now have competitive products, doesn't the company face serious errosion of sales/earnings going forward?
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