DGIV -- Good Prospects? Message Board

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Microcap & Penny Stocks : DGIV -- Good Prospects?

DGIV 0.00

Dec 5 4:00 PM EST

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To: Secret_Agent_Man who wrote (2488)	4/3/1998 4:13:00 PM
From: Rick	Read Replies (3) of 7703

Byron - my first weekend piece of cogent analyses (since last weekend..) I cut and pasted this from Frank Collucio's remarks on a post he made: "It stands to reason that if Cisco and Ascend (and others in this ilk), say, succeed in blanketing the carriers with their wares for the purpose of those carriers extending outsourced Layer Three WAN services to their subscribers, then there will be that much less of a need by enterprises (who pay a higher premium, I might add) to secure their own network elements for the WAN. It goes back to the debate over choosing between public or private solutions. It seems to me that the pendulum continues to swing in the direction of public, which is not necessarily very good news for hardware vendors who have targeted the enterprise (as opposed to the pure-play carrier vendors). In some ways this boils down to the old question of "what do you want to be when you grow up?" _______ I like Franks' analysis - because it suggest to me that what you want to be in the future is what DGIV will be -- a carrier :-) (not VoIP hardware vendor etc.) + much less competition in the markets that DGIV is entering. Less competition = more profits. Less marketing expenditure needed (for many reasons) = more profits etc. etc. etc. GMWTH Have a good weekend.. Ciao.

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