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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: mikeslemmer who wrote (17009)	5/8/2003 9:27:54 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78520

Mikeslemmer: Thanks for your insight. There's lots of small competitors in this space, many possessing this or that technological edge. Marketing muscle to get heard over the din is probably more important than technological edge. There may be some lock in and network effects with web-conferenencing that provide a bit of support to leaders. My main concerns with disruptive technology is that web conferencing disrupts the traditional approaches hurting PLCM [which has been building a position in IP based approaches thru acquisitions] and MSFT or AOL which may just expand and enhance IM approaches. Why wouldn't a developer of superior video compression simply license that technology to established players rather than battle it out with them?