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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (47038)	9/23/2001 9:17:57 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

Polycom is the leader in video conferencing equipment having just bought their biggest competitor. I have no idea of G or K qualities. Paul

To: Larry S. who wrote (47038)	9/23/2001 10:13:13 PM
From: bythepark	Respond to of 54805

InFocus is the leader in video projection equipment - Their current models have built-in videoconferencing capabilities. For instance, this past week: biz.yahoo.com Polycom and InFocus co-developed the software (LightPort) that allows presenters to use a web browser to transmit their presentations to remote projection units meeting participants via IFS projectors. polycom.com InFocus' products are being marketed as videoconferencing peripherals: skccom.com INFS Project Hunt Report - see John Sticknoth's work: Message 13307427 --alan

To: Larry S. who wrote (47038)	9/24/2001 3:47:45 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

The Internet is likely to become an even more major and widely used medium. Everything from video conferencing, to conducting business, to managing inventory, providing catalogues, promoting sales, etc. Data storage, data transmission, etc. But, we already knew that before Tuesday, September 11... I think video conferencing is going to be one of the very biggest winners. Appreciate thoughts and companies that have the potential to be the leaders, perhaps even gorillas and kings. I would caution that the focus on video conferencing may be simply a short term focus blip at the moment. It's been around for years and has never really taken off. Air travel and business travel will resume. Then again, one simply watches the earnings and the growth within a niche industry such as video conferencing to see if indeed a trend develops which signals a major switch. Plenty of time for that to unfold and no reason to rush into something that may not unfold as 'predicted'. BB

To: Larry S. who wrote (47038)	9/24/2001 5:41:08 AM
From: JAPG	Respond to of 54805

I also think that videoconferencing is going to be a big winner in the near future. However, I believe that the winners (suppliers of software and hardware to this market) are going to be Microsoft and Intel: New messenger program in Windows XP integrates very good videoconferencing capabilities: microsoft.com microsoft.com Intel is already in the hardware side of this market: intel.com If Microsoft and Intel have already eyed this market, surely to continue adding demand for Windows and more powerful PCs, I wouldn´t bet on other companies achieving G or K status. The only problem I see for this market to catch fire is limited access to Broadband. OTOH, videoconferencing may be the killer ap we were waiting for mass deployment of Broadband last mile solutions. Take care JAPG