CGRM Centigram Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CGRM Centigram

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cheryl Galt who wrote (39)	2/21/1997 2:56:00 PM
From: David R	of 333

>if an enterprise currently using an Octel platform ... would they be able to install Centigram's Series 6 platform Generally speaking, no. Octel has a proprietary analog networking scheme (very crude but operational). If another VM company were to implement Octels networking then they could begin to sell boxes to an Octel customer. So far, I don't know of any VM company that does this, though I don't think it would be a major reverse engineering task. This is why Octel has and will likely continue to have a lock on the fortune 100 CPE market. If CGRM or another provider were to deliver product/features that were extremely far ahead of OCtel's (as they may), then Fortune 100's who had aging Octels might consider "fork-lift" upgrades. But generally, they do incremental upgrades, which thus far, has kept them on Octel. But the biggest growth opportunities are in service provider market, and SP's are not bound as CPE's are to a specific platform. If PacBell (which I think is Unisys) decided to do a system replacement, they could and probably would look at all vendors, and make decision based on price/features/support. Large CPE's generally do not have this luxury.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next