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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (48536)	12/17/2000 12:28:13 PM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 436258

earlie years ago i used to attend local cisco product rollouts.....all of them aimed at very very large accounts.... and then suddenly there was a roll out for mid sized businesses. an account manager i got to know from all the previous seminars was also at this one. as usual i asked him how things were going. this time he said, not great. I asked why. he said, because it will take 5-10 of these to equal what i used to do in a single account. so i asked him if he was at this meeting to sign any of these people up for cisco solutions. he said no....as in no way. he'd be sticking to the larger accounts. so i said... you know...there will be a time when all the pricey stuff you've been selling will more or less be hanging on a peg board at target and wallmart along with the same products from your competitors.... just a question of when, not if. he couldn't see that. one would assume we are going to see massive dumping of chip related products across all lines if, in the worst case, we suddenly endure the big PAUSE in the "revolutionary" build out...... in that worst case, i'm also thinking perhaps just to stay alive we will see more and more companies in varying parts of the build out suddenly begin to agree on a whole number of standards ... meaning staying proprietary could be market limiting in such a climate vs. selling on the offering and the quality and the features instead.... same in solutions..... if you take the goals of bandwidth and assume all band width solutions are at best only 50% in place (not even considering issues with algorythmic standards etc...or universal transactional cross processing).... the incredible number of devices already there to sample so many half-finished results will suddenly require more in the box solutions that cover all the bases given a shrinking purchasing pool of dollars be they corp or consumer.... for example.... if you blew up a sony mini dv camera and realized how many components were stuffed in that tiny box..... magnified.... there is an amazing array of devices assembled on one foot print..... my point, in part is, adoption rates for all of this technology are and have become nearly equal to the measure of cash flow (or lack) on all levels from platform, transmission, transaction, data pipes, data base etc etc etc etc etc.... lacking universal connectivity going forward is now hurdle creating as companies become desperate to survive ... lacking connectivily across all lines hinders the ramp/adoption rate by blocking it via far too many solutions competing on a proprietary basis...imploding under their own weight... from super nova to black hole all in warp speed..... i don't have any of this perfected....no question about that. regards J

To: Earlie who wrote (48536)	12/18/2000 3:31:19 AM
From: oldirtybastard	Read Replies (2) \| Respond to of 436258

must be company specific... guess they still have their optical products to fall back on -vbg yahoo.cnet.com Separately, Mitel said it expects semiconductor sales to slow in the last two quarters of fiscal 2000. Sales will fall about 10 percent to $115 million from $128 million in the third quarter and remain flat through the fourth, Mandy said. Mandy blamed the slowdown on lower orders by U.S. network-equipment manufacturers. It will take at least two quarters for the customers to reduce their excess inventory of Mitel products, he said. ----------------------------------------------------------- About Mitel Mitel Semiconductor specializes in connectivity solutions for the communications and medical industries with a product range that includes components for both wired and wireless networks; microelectronics for enabling the convergence of voice and data; optoelectronic devices for high-speed Internet systems; and applications- specific integrated circuits (ASICs) for medical applications such as pacemakers and hearing aids. For more information visit Mitel Semiconductor. Mitel is a global provider of semiconductors and communications systems for converging voice and data networks in a rapidly evolving Internet economy. The company has annual revenue of $1.4 billion and employs some 6,000 people worldwide.