Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (24960)	11/9/1999 8:21:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 108040

PLCM...from RB thread....By: TokyoJoe Reply To: 222 by Jannie111 Tuesday, 9 Nov 1999 at 12:51 AM EST Post # of 224 It has 75 to 150 target by analysts ,, truth lies some where inbetween,, 1. PLCM took four 1st place awards, including 'best overall' at the trade conference... 2. Their 'GMS' software is scheduled to be released later this month. 3. They have just made a 400 'View Station' sale to a major international bank. 'View Station' is the video conferencing set-top unit. Very compact. 4. BMW just bot 250 'View Stations' 5. MSFT is rumored to already own 500 of the 'View Stations' and is moving away from vtel. The significance here is notable since it represents a move away from PC based units to 'appliance based' technology. MSFT's move indicates their strategy for the mass market favors PLCM's tech. 6. Proctor & Gamble now owns 300 of the 'View Stations' and will have 1,000 by year end. 7. There are 'rumors' of a very large 'Asian' distributor in the works.... (think larger than Singapore please!) 8. 'Stream Station' is now being evaluated by 80 different retailers. 9. This product, which was exclusive to the 'RealNetworks' technology initially, is now being used by MSFT and may be released with the MSFT product as early as 1st Q. 10. A new product called 'Polysnap' is about to be released which will with one click - transport an Excel spread sheet to the 'View Sation'. 11. The 'Picture Tel' booth was very lightly attended, PLCM's was the hit of the show. 12. CSCO attended the show for the 1st time... saying "why would anybody want to spend $16k for a vtel unit, when they can get the same thing for $8k from PLCM?" 13. CSCO and MSFT are putting on a 1 day seminar soon which will feature MSFT's and CSCO's network equipment. 14. A company called 'ProVideo' is marketing a 3 yr. ATT/ISDN contract through CSCO which offers a free PLCM 'ViewStation'.