Boris & Sultan - I'm sure if you looked you could find a upside to GDC
I had a chance to talk with Lloyd Atkinson, vice president of
marketing for GDC at Supercomm 97. I liked his outlook for the future.
Lloyd did an Internet Radio interview at Supercomm and I asked a very
good question at the end.
If you have Real Audio please tune your dial to :
audionet.com
Check Wed. June 4th. for Loyd's Interview.
After the interview Gary Lee, Director of ATM Marketing for GDC
came up and said he enjoyed my question and following comments.
After telling him I worked at the Range Operations Control Center (ROCC) at Cape Canaveral Air Station, he said "we are the ATM vendor for the RSA contract, " and we spent another 10 min. talking.
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(snip)
General DataComm Provides U.S. Air Force With ATM
Solution for Multimillion Dollar Wide Area Network
GDC APEX Network Enables Air Force to Reduce Network
Re-Configuration Time from Days to Minutes - Saving Costs
and Improving Network Efficiency
MIDDLEBURY, CT -- August 11, 1997 -- General DataComm,
Inc. (NYSE-GDC), the leader in providing real business solutions
based on ATM products and services, today announced the
selection of GDC's APEX-DV2 and APEX-MAC ATM switches
to provide the ATM infrastructure for the United States Air Force
Space Command Spacelift Range System network. The critical
multimillion dollar network will be designed and built by systems
integrator Harris Corporation, who subcontracted GDC to supply
the 37 ATM switches from its GDC APEX(TM) family of wide
area ATM solutions. This is the first ATM implementation of the
U.S. Air Force Space Command Spacelift Range System network
and will enable the Air Force to increase efficiency and lower costs
by significantly reducing the network turnaround time between a
variety of types of space launches.
(Snip)
Range Operations Control Center
GDC's APEX ATM network management capabilities will help
consolidate network control and status monitoring into one single
location, the Range Operations Control Center, located in Cape
Canaveral, FL. With this improvement, network managers will no
longer have to travel to disparate locations to monitor and control
the network.
gdc.com
_____________________________________________________
I like the fact that they have a presence in approximately 60 countries around the world, with international sales contributing 46% of total annual revenues.
______________________________________
General DataComm is a global company
with subsidiaries in Canada, the United
Kingdom, France and Mexico. The balance
of the world's markets -- Latin America,
Europe, Africa, the Middle East, Asia, and
Australia/New Zealand -- are successfully
served through a combination of distributors,
licensees, OEMs, and marketing partners.
This allows General DataComm a presence
in approximately 60 countries, with
international sales contributing 46% of total
annual revenues.
(snip)
ASIA-PACIFIC TELECOMMUNICATIONS via NewsNet
November 1, 1996
ATM CHARGE BY GDC
from ASIA-PACIFIC TELECOMMUNICATIONS, Nov. 1, 1996, Vol. 9, Issue 11
US-based ATM switch specialist, General DataComm (GDC), is bringing
Apex-Strobos, its latest 25 Gbps ATM edge switch to the region. It
is currently vying for segments in vast ATM projects undertaken by
service providers like Hongkong Telecom.
In a recent agreement with Datacraft Asia, a regional systems
integrator, GDC will channelise its WAN and remote access products
into 10 countries within Asia Pacific.
In September this year, the two jointly lodged five separate
tenders for several major ATM backbone projects in a move to secure
major share in the rapidly deregulating Asian market.
GDC's chief operating officer, Ross Belson, intends to double his
company's 10 per cent revenue number from Asia Pacific within the
next year.
He said, "Our aim is to identify opportunities in huge potential
markets such as China, and at the same time provide constant
education to our customers who need to know about the constant
developments in areas such as telemedicine, remote site
videoconferencing and so on. We have bid for projects such as the
one with the ministry of health in China".
Experience
Belson believes Datacraft's experience and knowledge, especially in
the Chinese market will allow it to grab the market share it is
aiming for, even though the distributor has other ATM partners such
as Cisco, which recently acquired Stratacom, an ATM technology
specialist.
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They will be heavily into my favorite Emerging technology, as you
will hear in the Interview.
I think at the current price there is tremendous long term potential , and very likely short term as well as small Caps come back into favor and GDC being very close to its 52-week low of $6 1/4.
I'll add that GDC's High was around $34 in Jan 95, shortly after its
IPO, and it's had a rough ride since. But the Products GDC produces are becoming a hot commodity in todays Network Restructuring.
JW@KSC
The above are my view points. It is up to each investor to do their
own research and make ones own judgments when investing their hard
earned $$$$$. |
