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Technology Stocks : Dialogic ready to soar, funds buying

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To: Bradley W. Price who wrote (556)6/14/1998 11:30:00 PM
From: JEM  Read Replies (1) of 674
 
Bradley,

On the surface this may look good. But I am not convinced that people making boards for NT servers are the people that are going to make the money off of VoIP.

If you look at the DM3 it is a great piece of engineering. But why is there an ethernet port on the board? To bypass NT. Ethernet straight to the router. So I have to ask the question, explain to me why the voip embedded in traditional data networking equipment, like routers and remote access servers, will not be cheaper, scale better, and be more attractive to ISPs who build POPs in dark closets of Sears stores.

Don't get me wrong. I like Dialogic. They have a great group of people. I highly respect their engineering talent.

But I am not convinced they have the inside track on this market-and VoIP is where the money is at right now.
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