Atin, agreed anyone that thinks Franklin's DVG is the "Cats ass of all DVG's" would be suffering from dillusional overtones bordering on ignorance. With the likes of Lucent, Nortel's Micom, Dialogic, and big hitters such as Hitachi and Matsushita Electronics possibly entering the long list of heavy hitters, it would be ludicrous to think Franklin as having a shot at leading the pack. Or is it?
In many of your posts you have made reference to what makes Franklin differ from others and also have been astute enough to isolate the fiber optic initiative that FTEL has taken. Your being an employee of a potential competitor, I would be reluctant to furnish you the answers to these obvious differences. But enjoy an exchange of common thought to the overall market and where everyone is fitting in.
This brings me to the above stated question "or is it?"
As you stated Franklin seems to be headed in a different direction from most of the pack. That is true. When speaking of a DVG as we know the markets today, I feel your analogy of the high density market holds a lot of merit.
But, the question to ask is where does the emerging I-T market go from here?
That's where Franklin may have reconsidered the "herd" mentality pertaining to how one gets from point "A" to point "B". The Internet Telephony sector all seems to be following a certain platform and way of doing things, while Franklin has apparently chosen a different highway, all heading in the same direction mind you, but why?
Could it be that Franklin is looking at a bigger picture than just I-T, and sees a better way to deliver voice/video/data simultaneously?
Where does the industry go from here, and where are the pitfalls and do they run into dead ends?
I think when one starts considering those aspects of the market, Franklin may be leading the pack in some of these other areas, and possibly has figured out a more efficient delivery method, resulting in a higher quality signal of not just voice, but also data, and video, all simultaneously.
I'm not saying they will win the battle, but I'd sure be willing to say that writing them off as laggards in this emerging market could be a terminal mistake on any competitors part.
Nuff said.
RB
Your rebuttal is welcomed. |
