VocalTec (VOCL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : VocalTec (VOCL)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Don Walster who wrote (1545)	6/10/1998 10:33:00 AM
From: HVN	Read Replies (1) of 2349

Don, what your buddy at Sun tells you makes a ton of sense from a company focus perspective. It's apparent that VOCLF has chosen to be a technology leader - and the industry is still in a phase where someone's technology needs to win. Though their research resources behind this business may be large in comparison with the size of their company, it may be dwarfed by the resources companies such as LU or CSCO could put behind it internally to catch up. On the other hand, VOCLF got into this business very early, and so most probably understands this business better than most others. Also, from my past experience, I can state that it appears that VOCLF realizes it's never going to be able to get the marketing muscle it needs to drive its technology to market on its own and the only way it can do so is by partnering with the bigwigs. My only concerns are that if they partner with too many of these players, it makes it difficult for them to be bought out. Also, they always run the risk of what MSFT is great at doing - partnering with a technology leader, learning from them, and then turning around and screwing them over by taking that learning and doing it on their own. I guess we'll have to wait and see!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next