Edify (EDFY) IPO -- Any Comments? Message Board

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Technology Stocks : Edify (EDFY) IPO -- Any Comments?

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To: Matthew Scott Davis who wrote (15)	1/2/1997 11:45:00 AM
From: Louis Sickler	of 355

Matthew, I worked with Edify products for just over a year and was also impressed with their product line. When they went public I got in at 25 and 21. As you may know they develop a information delivery server that allows developers distribute information over the telephone(VRU), fax and the WWW. I have worked with all of these products and they work pretty well (as good as anyone else in the industry). From everything that I have read and seen I think the company is looking towards the WWW media for it's future growth. I do not see this as a positive for the following reasons. Telephony hardware/software is extremely overpriced for what you get. Companies like Lucent, Edify, Intervoice, ect. are able to charge excessive prices due to market expectations. In the WWW market the opposite is true. The cost of development tools is minimal, if you wish you can develop a very complex integrated web site utilizing freeware (i.e. - JAVA, PERL, APACHE Web Server). Edify would make the argument that they offer a consolidated environment for voice, fax and WWW, and this is true but when it comes down to allocating budgets for development projects I believe Edify will lose to less expensive / industry standard tools in the WWW market. I believe Edify's futures is in providing solutions in the voice/fax platforms. As a company deploying voice/fax solutions you are able to bring a new developer up to speed very quickly and with minimal training on the Agent Trainer Product (Edify Development Tool). They have also taken a lot of the pain out of setting up and maintaining a VRU through GUI configuration screens. It is my hope they will recognize the limited revenue and fierce competition in the WWW market and focus on higher revenue area's such as telephony. Louis

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