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Microcap & Penny Stocks : FRANKLIN TELECOM (FTEL)
FTEL 0.812+6.9%3:59 PM EST

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To: Larrie Woods who wrote (22268)11/28/1997 3:27:00 PM
From: Atin  Read Replies (3) of 41046
 
Oh, I hope I didn't imply that FTEL has the jump on hardware and software. One thing I never bring up because I really don't want to bring up NMSS in an FTEL thread, is that while FTEL is only now coming up with a full T1 worth of DSP in 4 slots, NMSS has had a T1 in a slot since the early 90s. And we haven't been sitting idle in that time. We have announced 6 times that performance already. I will grant that FTEL has a lead in connecting to optical fiber networks. This will be remedied as soon as the market demands it. At the moment the telephony side isn't dense enough to warrant the use of fiber in a box.

And then there is software. One weak link in FTEL's Tempest story is the fact that you buy the FTEL Tempest with the software written by FTEL. But in the telephony arena, a lot of custom software gets written. The competition has significant added value when it comes to software for writing custom applications (someone mentioned IP Fax? Voice recognition? Text to speech? Conferencing?) that work seamlessly with the gateways that developers can program with because they already have experience with the different APIs that allow developers to mix and match and create added value. That is how come Inter-Tel and NSPK have completely different gateways doing completely different things but working on the same hardware for example.

Again, FTEL has a niche they should do fine in, but I don't foresee them taking over the market outright. None of the observations I make are news to the industry folks. I bring them up here purely because the kinds of questions I get warrant them. I will try to stay off this thread because I feel I am being more negative than I should on a thread devoted to FTEL.

-Atin
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