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Technology Stocks : Interactive Intelligence, Inc. NASDAQ:ININ
ININ 60.500.0%Dec 2 4:00 PM EST

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To: Jack Hartmann who started this subject6/10/2004 3:30:13 PM
From: dvdw©  Read Replies (1) of 65
 
Will todays news about restoring pricing power to the RBOCs begin to impact ININ? If you didnt know it, SBC is integrating ININ's product line into its market mix. For the last two quarters this news has been mentioned in CC but the general feeling is that until the FCC and courts cleared the way for the RBOCS to begin getting fair value from the leasing of their infrastructure....new products and applications would be driven solely by customer demand.

From where I sit, SBC needs to become proactive to regain what its been losing for many quarters. SBC lost tremendous good will over the last 10 years, much of that good will depended on SBC being in a position to offer new services while folding existing services into competitive packages.

Now todays announcement should push SBC and other RBOCs to a more proactive market stance where they might begin to leverage their wholesale customers for a bigger share of the pie while they more aggressively undertake the opportunity for new applications and methods.

This may be wishful thinking, RBOCs including SBC have been notorious for foot dragging, their spending has been sporadic in the areas of greatest need. Much of this is related to the DSL investment of the early 90's. IP media & telephony and all that implies is not going away. Perhaps the SBC customer base can expect News soon on this front...if so ININ offerings could be elevated to a higher profile within the companies sales and marketing teams....one thing good about the delay is that their own sales teams have now had sufficient time to integrate some of these new methodologies into their thinking....by itself that is important. In any race to catch up and stem the tide of customer defections a prepared and motivated staff will bridge a lot of gaps..
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