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To: Gottfried who wrote (783)	9/3/1998 12:24:00 AM
From: Pierre-X	Read Replies (1) of 2025

Here's a great quote from an article slamming videoconferencing: Talk cheaper at Intel news.com The videoconferencing market is largely split right now between the haves and the haven't-much-interest, analysts said. The whole videoconferencing industry is stuck at the hurdle of network externalities, a topic I believe has been discussed here once before. Without a compelling productivity proposition to get the tornado started, I expect this whole business to continue to enjoy current (non-existent) levels of prosperity until the price point reaches impulse buy levels (I would guess the $99 point). --- P.S. I covered my AMAT short. Hitachi and Mitsubishi's announcements indicate that significant throwing-in of the towel is occurring, setting the stage for the next upcycle?

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