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Technology Stocks : Flexion -- PBX/Computer Telephony/Voice-Data -- Ignore unavailable to you. Want to Upgrade?

To: blankmind who wrote (31)	1/31/2000 9:24:00 PM
From: Gary Korn	Respond to of 72

blankmind, AltiGen (ATGN) went public in October 1999 with annualized sales, at the time, of $8.8MM. ATGN currently sports a market cap of $182MM, which is 20 times sales. Gary Korn

To: blankmind who wrote (31)	2/4/2000 9:14:00 AM
From: Gary Korn	Respond to of 72

From the YHOO ATGN board: Digital vs Analog phones by: zargas 2/2/00 12:43 pm Msg: 888 of 896 Primary reasons: 1. You don't need a proprietary digital phone to invoke any of the features. 2. You can use almost any analog phone set available(low or high end feature set) 3. Cost of the phone sets

To: blankmind who wrote (31)	2/5/2000 2:33:00 PM
From: Gary Korn	Respond to of 72

2/7/00 InformationWeek 137 2000 WL 8165581 InformationWeek Copyright 2000 CMP Publications Inc. Monday, February 7, 2000 Emerging Enterprise One-Call Access To Voice, E-Mail, Fax -- Flexion Telephony System Lets Users Retrieve Messages Using A Variety Of Devices Aisha M. Williams Flexion Systems Inc. this week will make a telephony system available for small businesses that lets users access voice messages, E-mail, and faxes from a variety of devices. The vendor is also offering services for remote administration of the system. The BusinessGuardian X300 system manages telecommunications and can integrate with communications data on Windows NT servers. It lets as many as 100 users manage different types of communications from their desktops; they can change voice-mail settings, schedule teleconferences, and retrieve fax content online, for example. The system also lets users check E-mail from cell phones and voice mail from PCs. A particular strength of Flexion's offering is that it integrates with standard telephones, says Eric Klein, a senior analyst at the Yankee Group. Klein says that when businesses install integrated telephony systems, they usually have to purchase proprietary phone sets that work with those systems. "Replacing desktop phones with proprietary sets can be expensive, especially for a small-business owner," Klein says. Korn, Waterman and Simon, a law firm in Tucson, Ariz., and an early user, installed BusinessGuardian 300X about a month ago. "Installation was a breeze," says partner Gary Korn. "We put in the box at about 5 p.m. one evening, and by 6 p.m. the entire system was up and running." He adds that BusinessGuardian X300 was less expensive than some of the standard PBX systems he considered. Korn says he also likes the fact that the X300 can operate as a standalone telecommunications system, so it's not affected by any problems that occur with the linked NT server. "Availability is very important to us, because it can make us more responsive than a very large law firm," he says. Small-business owners with limited IT resources can outsource management of the system to resellers and integrators who partner with Flexion. The vendor makes available to them a services technology package called BusinessGuardian Insight, which gathers information about the networked system and can be accessed remotely through a browser. Flexion also will make the package available to IT departments within businesses. BusinessGuardian Insight also produces a monthly report on network performance. Klein says outsourcing of the NT-integrated telecommunications network should be a cost-effective option for interested businesses. "Flexion's program will save companies money on IT consultation fees," he says. Pricing for BusinessGuardian X300 starts at about $6,000. BusinessGuardian Insight is sold to resellers and system integrators for $30 a month per user license. --- At A Glance BusinessGuardian X300 Flexion Systems San Francisco 415-864-0847 www.flexion.com PRICE: Starts at $6,000 STRENGTHS - Integrates with Windows NT servers - Doesn't require proprietary telephone systems WEAKNESS - Doesn't fit on a standard server rack DATA: INFORMATIONWEEK February 07, 2000 ---- INDEX REFERENCES ---- COMPANY (TICKER): Yankee Group (X.YNK) INDUSTRY: Consulting Services; General Industrial & Commercial Services; All Industrial & Commercial Services (CLT ICS SVC) Word Count: 446 2/7/00 INFWK 137 END OF DOCUMENT

To: blankmind who wrote (31)	2/6/2000 1:18:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 72

yankeegroup.com Executive Summary of Integrated Access Devices: One Pipe, Many Services The market for integrated access devices (IAD) as we know them in their multi-T1 or high-end form is slowing. The Yankee Group expects that the worldwide market for the remainder of 1999 will be stalled at its 1998 size of $486 million and will slowly make its way up to $725 million by 2002, increasing at a compound annual growth rate (CAGR) of 11% (see Exhibit 1). By that time, the IAD vendors will have had a chance to add GR303, ATM switching, IP routing, and IVPN functionality to the traditional TDM-based devices to help stimulate the market for high-end devices. We have seen the emergence of a new market for what the Yankee Group terms low-end IADs: single or dual T1 IADs. We saw revenue from new products such as Premisys SlimLine and StreamLine products, VINA Technologies' T1 Integrator, and Telco Systems' Edgelink 300. Existing T1-based IADs, such as Carrier Access Corp.'s (CAC's) Access Bank II, Telco Systems' Access 45, and Adtran's TSU600, also showed considerable revenue last year. In 1998, the low-end IAD market was still relatively young and small at $42 million; but as the equipment vendors enhance the products to support xDSL ports, Voice-over-DSL, ATM, and routing abilities, we expect to see considerable growth during the next four years. The Yankee Group forecasts that the worldwide low-end IAD market will grow at a CAGR of 42%, climbing up to $171 million by 2002.