Dialogic ready to soar, funds buying Message Board

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Technology Stocks : Dialogic ready to soar, funds buying

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To: Jay M. Harris who wrote (443)	9/9/1997 9:37:00 AM
From: Crash	of 674

Jay, Thanks for the info on Internet settlement. Can you provide a link to the info on techweb? I searched it but couldn't find anything related. I am very interested in learning more about this startup. Do you know of any source of additional information? Any help would be greatly appreciated. As for you question concerning Lucent/Nortel suitability as a switching partner for Dialogic, I can only add that alot of Dialogic's telco integrators compete directly with Lucent/Nortel in the AIN/WIN arena. A strategic partnership with any major proprietary switch manufacturer would be of great concern to the Dialogic telco customer base. On the other hand, many of these integrators utilize the "open" programmable switches in their telco applications today. These types of telephone switches differ from the Lucent/Nortel types in the fact that they provide telco grade switching but without the high end processing capability as found in a Lucent 5ESS or Nortel DMS-250. While the switch does contain some processing capability, it is used mostly for configuration, administration and message control between the switch and host computer. The use of an external host computer and published programming interface (API) permits the system integrators to write software that can take direct control of the switch to satisfy the requirements of their application. This function allows for the creation of an Intelligent Service Node as defined in the AIN/WIN specifications. No proprietary switch manufacturer such as those mentioned would allow for third parties to develop applications that can take direct control of their switch. The big switches in the telphone network today are often referred to as the last of the proprietary mainframes. The open programmable switch providers have been making serious in-roads into this market within the last few years. The telcos often are at the mercy of their switch vendor when it comes to deploying new features and services on their switches. This is due to the fact that all software and hardware associated with the switch is proprietary to the manufacturer. Years ago it was common for telcos to wait for two years between software releases from the switch vendors. This drove telcos to the Advanced Intelligent Network(AIN) concept where network intelligence resides on external computers. This provides the telco with switch vendor independance as it relates to new features and also reduces time to market to meet or exceed competitive offerings. The big switch vendors have finally taken notice within the last few years and are currently developing their own Intelligent Service Nodes to deploy in the telco environment. I doubt that they will make a completely "open" product as offered by the small programmable switch vendors but they are responding much quicker to their customer base when it comes to new switch software releases. As for the leading programmable switch providers, Summa Four and Excel (NOT the multi-level marketing long distance provider) currently hold over 85% of this market. The rest is divided among Redcom, Harris Corporation, and a few other small players. For the low-end market, many integrators utilize the Dianatel cards in place of an external switch. Hope this info helps. Regards, Crash

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