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Technology Stocks : FRANKLIN TELECOM (FCM) -- Ignore unavailable to you. Want to Upgrade?

To: David D. who wrote (1577)	8/9/1999 1:59:00 PM
From: kphone	Read Replies (2) \| Respond to of 2891

Look at the big picture, MCI goes from 5 cent weekends, to now include evenings during the week. Other service providers to follow. I think we will see it spread to daytime before long. The big boys are putting pressure on VON .... the picture is changing. VON with time, will succeed, but many companies will fail in between. Franklin does not control the future, it may have good technology, but no major partners. Good luck to the longs. Ken

To: David D. who wrote (1577)	8/9/1999 3:16:00 PM
From: Stephen B. Temple	Read Replies (1) \| Respond to of 2891

FCM has never been able to compete on a per-minute basis. It didn't matter if were talking domestic or EuroAsia. Chasing value per-minute competing with the MCI's is stupid. Chasing value within a local net i.e. LA-Basin is smart. Not having a marketing plan is stupid, winging it overseas chasing leads spending 500k over a year is stupid. Having a sub-biz FNet-plan for USAT / and JMBEST is smart. Offering IP over FNet by-the-month, with free dial-up within the LA-Basin is smart. Offering a free-breeze, free ISP, with monthly IP services over FNet within the LA-Basin, is smart. Not controlling your own destiny is stupid! But these were talked about over a year ago, and never implemented! Now that FCM/FNet is wayyyyyyyyy behind the industry in VAS, partners, management? internal earthquakes reside, now that FNet has burned allot of money borrowed from FCM. Why is it that Franklin has always had the idea that if you can't make a profit per sale, its not worth it? No long term goals, no long term profits! With the likes of MSFT offering free internet service, (soon?), and the business model of others doing the same thing, making money, in the last few years (boy did I talk about that one), its the future of personal-portal-desktops. If you just consider the instant messaging service of the future, IM / iChat / AOL messenger, these could become the backbone for a huge range of new services on a wide range of new platforms. Consider how instant, real-time communication could combine elements of services that exist today in various forms, such as: Conference calling Paging Security alerts Cell phones Emergency notification Intercom Two-way and CB radio Chat boards Inventory alerts Walkie-talkie Its all about capturing the attention of the little guy behind the computer! But we gave up on that one over a year ago! Those breeze cards should go out free to FNet subscribers utilizing IP services, along with other off-net interlinks entering FNet. That's something Franklin has never understood when it comes to the consumer goods. You must give free to receive something in return. Why do you think AOL setup messenger? To have a bunch of people talk to each other endlessly year after year? Hell no, its all about profit. Long term understanding said (as above), that building a communications channel between family, friends, associates will bring in billions down the road. Build, build, build, then sell ! Thats just what there building now, a communications channeled network for advertising, extranets, and future applications. I've never understood the "thumbs up the ass" approach by Franklin. Buswell does know how to sell box's, that's for sure. But what does that mean when FCM needs 5 more just like him? Why do you think FNet has never received IPO consideration? No long-term forward-looking business model with sizzle! Carve out a local-niche that sizzles and has sticky apps, punch through that swinging IPO door!! sTempy