Natural Microsystems [NMSS] Message Board

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Technology Stocks : Natural Microsystems [NMSS]

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To: Trader Dave who wrote (23)	3/29/1998 12:16:00 PM
From: V	Read Replies (1) of 308

NMSS vs DLGC // LU's legacy(?) busines >> and then I wonder how long the RBOC subsidization of "free" local calling will last?<< It is not free. It is on a monthly subscription basis.(basic service fee line on your phone bill) Approx $15-20/month. (a la your internet connection). This model is forever. Consumer resistance to changing it is so fierce that no company is even contemplating a successful change. >>I'm troubled by the potential risks/growth rates of lu's legacy business - will the new stuff offset the maturation of the metal bending postion of business?<< To say LU's switches especially with their recent advancements are legacy h.w would be to beguiled and get ahead of ourselves with this vision of IP telephony. (equivalent to IBM's mainframes are dead being chorused 2-5 years ago). Their CO switch business will grow at least 25% a year for the next several years. Plus there is international growth. Plus it is very profitable :-) >>Do you have a preference between nmss and dlgc? It seems dlgc is bigger, but in some slower growth businesses.<< Currently DLGC has already caught up with NMSS Fusion IP Telephony architecture and AG boards with their DM3 IP Link. Can NMSS sustain its market leadership in just one niche when DLGC is the market leader in all other segments of CTI? Long term in my opinion the answer is No.

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