Drakes, I'm somewhat surprised to see you making these technical applications arguments at this stage of the game. Where were you about last year this time<VBG>. You obviously do not believe in the market for BT!, but just as obviously Telsource, Data General, Inacom, et al do.
No one makes the argument that BT is the be-all, end-all telecommuting solution, but it certainly has convinced the resellers. I think it's a fair assumption to say these companies know their own market. In a relatively short time, your argument is going to proven erroneous (a matter of degrees, subject to interpretation, of course). Irrespective of the recent financing deal, your "long term" short view has to be based on a failure of BT, and seeing the commitment of of Telsource, Inacom and DG, in training and marketing, you're betting against them all. Are you comfortable enough with your telecommunications knowledge to support your contrarian view? You know something they don't? bp |
