Thanks Don and TechnoWiz: I agree with your statements...
"Financial Intranet can deliver everything mentioned and a whole
lot more", and "Our time will come. Wall St. will find us."
An interesting article, several days ago, relates to FNTN...
Thriving M&A Market Widens Margin Over IPOs as Preferred Path
to Capital for IT, Communications and Media, According to Latest
Broadview Report
New York--July 29, 1998
Article exerpts...
"The furious pace of M&A activity in the IT, communications and
media industries is being driven by urgent strategic needs," said
Paul Deninger, Chairman and CEO of Broadview, a leading global
M&A investment bank serving the IT, communications and media
industries. "Aggressive companies are fortifying their businesses
with expanded products, services and distribution reach."
"Telecom companies are supercharging their efforts to assemble,
integrate and offer complete communications solutions, encompassing voice, data and Internet services," said Deninger.
"That means wireline, wireless, cable and even satellite capabilities
integrated and delivered seamlessly."
The complete article can be accessed at broadview.com
It seems to me while the others are assembling, and integrating,
FNTN and Siemens have ALREADY assembled and integrated, and
are now ready, as Radim pointed out, for Marketing , Marketing,
Marketing.
Maybe thats why Mr. Sheppard, when asked about competition,
said "none at this time". I think some of our previous analysis of
competition to FNTN is erroneous. Some of those companies
focus on documentation only, others on videoconferencing.
How many companies have seamlessly integrated the video-on-demand, interactive video conferencing, data warehousing,
remote paging and communication, and reduced telephone services,
all at a reduced packaged price, or as Mr. Stein told Malcolm long
ago, "all the bells and whistles", at an attractive package price,
(compared to all the services priced separately from different vendors)
I don't consider Michelin, and Goodyear to be competitors to
GM or Ford, even though their both related to the Auto Industry.
In the same way I don't consider a company that only focuses on
Intranet documentation, a competitor of FNTN, which is selling the
whole CAR, not just the tires.
And even when competitors build the whole converged network, it
seems to me that the growth of the intranet market is so explosive
(as recently posted) as to be big enough for FNTN to thrive.
Regards,
Streetwise |
