TeraGLOBAL Communications Corp. (TGCC) Message Board

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Technology Stocks : TeraGLOBAL Communications Corp. (TGCC)

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To: flickerful who wrote (131)	1/24/1999 7:17:00 AM
From: TheSlowLane	Read Replies (1) of 235

There was an article on this in the Boston Globe when the story surfaced a few days ago. One of my colleagues knows the analyst at H.C. Wainwright who was quoted in that article, Jason Ader. I talked to Jason a few weeks ago about TGCC and he is keeping tabs on them - but has seen plenty of companies try and fail in this space. I suspect it will be a little while before Intel and PictureTel have anything to sell. How many companies would be willing to wait for an Intel solution, if TGCC can offer them a "killer app" now? I can't answer that one. I also wonder if the Intel/PictureTel solution will be able to approach TGCC's in functionality. TGCC seems to have taken a very comprehensive approach and is a total packaged solution. I think people will like that. I strongly suspect that Intel/PictureTel will come out with a box, leaving the rest to the customer (integration, training, network construction and management, etc.). No question that the battle will be fierce. We have a smaller army but hopefully equipped with far superior weaponry. Only time will tell!

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