Hi Archer ;
<<2. IMS takes some of the customers that SRCM paid so much for when it bought the Brite telephone business. Fewer customers means less economies of scale, and thus higher costs. A new competitor reduces SRCM's pricing power. The result is the telephone business produces less cash flow to pay interest and fund Interactive Channel operations.>>
Why do you speak so much of the loss of customers?? Do you know specifically who they lost and how much revenue is at stake? If you know this it would make your point much stronger but IF you don't know then I suggest you have no business intimating this as a major point. So please disclose those material numbers. You also fail to mention new deals such as Nynex and the job hunting service. Why is that??? You insist the telephone business is producing less cash flow. Do you know this for a fact ?? Please provide specifics.
<<<3,4,5,6,7,8. These are all competitors (Microsoft, Oracle, Spyglass), partners to competitors (Motorola, GIC) or providers of enabling technology (Broadcom). All are involved in the more advanced IP over cable method of internet delivery rather than addressable frames.>>>
We've been here before as well. PATENTS, PATENTS, PATENTS. All of which by the way have not been questioned publically by any co. other than Worldgate.. You interpret these patents differently from me and others and you should point out that you are neither a lawyer nor did you have the patents reviewed by a lawyer . This is pure speculation on your part.
<<<To kill SRCM, these competitors win customers SRCM is chasing and keep revenue and profitability at their current levels. SRCM bleeds to death with big deals just around the corner.>>>
That's fine too except you must show me what "customers" these "competitors" are winning from SRCM. Archer, you're better than this. This is all hypothetical on your part. Name me one competitor[other than worldgate which you already dismissed] who has a DEAL with any cable operator to roll out a service that is competition to SRCM.
Doesn't it at all concern you that people have been trying to discredit this co for 4 months now and still not one thing has been proven, nor has one technology come forward to displace them, and that GIC on their earnings conf. call in response to a question indicated that srcm is a valuable partner for them and believes they have a potentially successful product[s]?
For someone who supposedly has an open mind it seems pretty closed to me.
Regards;
mw |
