Did Vocaltec's deal with Motorola knock down DLGC?
As you may have seen yesterday, Vocaltec issued a couple of interesting announcements which caused their stock to rocket up by over 25%.
One stated that they are partnering with Motorola on internet telephony. On the surface, this would seem to indicate a shift away from their longstanding partnership with Dialogic. Immediately after this announcement, DLGC dove by 2 points.
Upon closer examination, the announcement reveals that Motorola is planning to use VocalTec's software but VocalTec gave no indication that Motorola have anything to offer them on the hardware side.
The second announcement (below) announces the Vocaltec 3.0 Internet Gateway server which clearly continues to use the Dialogic kit.
In the "partnership" with Motorola, Vocaltec is getting a customer, and one which lends significant credibility to what they are doing. They are not getting a new partner for hardware.
Motorola has clearly seen the potential of this business and will work hard to catch up, but only Dialogic has the products which Vocaltec needs and uses today.
For more info and a lot of deleriously happy postings, head over to the Vocaltec thread.
As ever, I'm long on the Dial.
Monday March 3 7:31 AM EDT
VocalTec Expands Internet Telephony Offerings into Corporate and ISP
Mainstream with Integrated Voice and Fax Telephony Gateway Solution
Wealth of New Fax, T1 Interface, Management Features, and Desktop Dialing Applications,
Improved Quality of Voice & Service Targeted At Corporate Market
HERZLIYA, ISRAEL, March 3 /PRNewswire/ -- VocalTec(TM) Ltd. (NASDAQ: VOCLF), the Internet Telephony
Company, today introduced Telephony Gateway 3.0, the first Internet telephony server software featuring integrated voice
and fax capabilities, scalability, billing and quality-of-service features for corporate intranets, Internet enabled call centers and
Internet telephony service providers.
"VocalTec is first to ship a solution that pushes Internet telephony into the corporate and service providers mainstream," said
Dr. Elon Ganor, VocalTec chairman and chief executive officer. "After working closely with our customers, we added critical
performance and management features that form a complete end-to-end solution for voice, fax and data over IP Networks.
We feel that VocalTec Telephony Gateway 3.0 server is a major advance toward making Internet telephony available for
widespread use."
With these major new features, new applications now can be practical and cost effective, including:
-- Cost Savings -- Routing calls or faxes between headquarters and branch
offices via the Internet or intranet reaping substantial
telecommunications cost savings;
-- Enhanced Web Commerce -- Using the Click&Talk feature in applications
such as a Web catalog, customers can talk directly with the existing
catalog call centers, ask about products and place orders immediately
without the need to disconnect their Internet connections, while
saving the catalog company on 800-line charges, letting International
customers call directly to domestic call centers;
-- Improved Communication Services -- Allows Internet and Telephony
Service Providers to offer high-value international and domestic
Internet telephony services for corporate customers and consumers.
-- Increased Corporate Productivity -- Enables corporate employees to
access office voice mail remotely over the Internet using the Desktop
Dialer.
VocalTec's Telephony Gateway 3.0 successfully bridges the gap between circuit-switched telephone networks and
packet-switched networks, utilizing the convenience of phone-to-phone communications and the cost saving advantages of
data networks.
Major new features in Telephony Gateway 3.0 include T1 interface built-in real-time fax and "fax-mail" capability licensed
from CMR Communication Ltd. for transmitting faxes inexpensively via the Internet; the Desktop Dialer for "dialing" phone
calls to anywhere in the world from a desktop computer; support for third-party billing software to track and assign call
costs; centralized network management of configuration, security, performance and other functions of multiple servers in a
corporate Intranet or within an ISP's network; automated remote testing where each server monitors itself and other servers
and alerts the network manager to problems; multiple quality-of- service features to minimize the Internet's inherent
transmissions delays and optimize audio quality.
"Our business plan calls for setting up long distance dialing service using VocalTec's Telephony Gateway by deploying them
in major cities worldwide," Babu Kakanni, chief executive officer of New Millennium Informatics, a "Premier Partner" in
VocalTec's Value-Added Reseller program.
"We built our business around VocalTec's telephony technology," commented Eli Bartov, president of World Interactive
Network, Inc. "The VocalTec Telephony Gateway has been in our operation since November 1996 and has had a 99
percent connectivity with clear voice, time after time. VocalTec will help us to quickly penetrate this fast-growing market."
Distribution, Pricing, and Availability
VocalTec is expanding established channels and developing new ones to address the corporate business market and to build
an extensive network of value added resellers. VocalTec's Premier Partners Program(TM) underscores VocalTec's strategy
to focus on the corporate and carrier markets, emphasizing quality-of-service and technology advances. Suggested retail
pricing for the Telephony Gateway Software is $1,350 for one voice line and $999 for one fax line. The VocalTec Telephony
Gateway 3.0 will be available during the last week of March. Orders will be accepted beginning March 15th.
VocalTec's upgrade policy lets users who bought previous versions within 90 days of the first customer shipping date of
Telephony Gateway 3.0 to get the new upgrade; those buying more than 90 days prior receive a 40 percent discount from
the Suggested Retail Price on the upgrade.
System Requirements
For up to an eight line system, the VocalTec Telephony Gateway 3.0 hardware requirements are a Pentium(TM) 200Mhz
PC or higher running Windows(TM) NT Workstation Release 4.0 operating system and offering at least 40Mb of RAM
(48Mb is recommended). Dialogic(TM) voice processing boards which interface with the telephone network, or directly with
the company PBX system; an Internet connection may be established through a standard network card.
VocalTec Ltd., develops and markets software that enables voice and multimedia communications over packetized network,
the Internet and intranets. The company also is developing open systems to bridge the Internet to the public switched
telephone network. VocalTec's core products include Internet Phone software introduced in February 1995 and the
VocalTec Telephony Gateway.
VocalTec and Internet Phone are trademarks of VocalTec, Inc. Other trademarks are the property of their respective
holders.
Certain statements made herein that are not historical are forward-looking within the meaning of the Private Securities
Litigation Reform Act of 1995. The words "estimate" "project" "intend" "expect" "believe" and similar expressions are
intended to identify forward-looking statements. These forward-looking statements involve known and unknown risks and
uncertainties. Many factors could cause the actual results, performance or achievements of the Company to be materially
different from any future results, performance or achievements that may be expressed or implied by such forward-looking
statements, including, among others, changes in general economic and business conditions, inability to establish and maintain
market acceptance to the Company's products, inability to timely develop and introduce new technologies, products and
applications, rapid changes in the market for the Company's products, loss of market share and pressure on prices resulting
from competition, introduction of competing products and implementation of industry standards by other companies, lack of
development and system failure of the Internet, generally, and the market for voice, audio and multimedia communications
over the Internet, specifically, regulatory obstacles to the use of the Internet for communications, inability to manage growth,
inability to develop direct distribution network and loss of major distributors, dealers and OEM partners, inability to attract
and retain qualified personnel, inability to protect the Company's proprietary technology and risks associated with the
Company's international operations and its location in Israel. For additional information regarding these and other risks and
uncertainties associated with the Company's business, reference is made to the Company's reports filed from time to time
with the Securities and Exchange Commission. |
