To: Stan Price who wrote (7343 ) 10/24/1997 12:40:00 PM From: Steven R. Bergman Read Replies (2) | Respond to of 12454
Stan, relax, you're not being ignored. To prove it, I'm stepping on your post to change the subject back to an issue often ignored on this thread: Computer concepts. What a novel idea, no? To actually discuss the reason for the thread's existence. I would like to identify a perceptual difficulty I have with the Internet-based product. Briefly, it is this. If call volume is small, there's no reason not to send all the data over the Internet rather than use db Express' extraction/visualization technique. For example, assuming a $1500 phone bill (larger than most business customers'), 3 minute average call length, 100% domestic calling only, and a bill rate of $.13/minute, an entire bill could be downloaded in less than 2 minutes, assuming no compression. In such a case, why bother with db Express? Why just not download the whole bill? How many customers do you think BT has with bills larger than that? And to the degree the BT bills are large, they may reflect significant international calling, which increases the cost per minute and hence reduces the number of calls necessary to achieve a given dollar volume. To the degree that the bills are larger, the data binding facility in the 4.0 browsers will enable just relevant sections of a huge bill to be downloaded once a report is requested. There is no doubt but that very, very large companies can use this capability in some cases, but I question how many BT customers fit this category such that it justifies the hooplah in the press release and the rush everyone expects once a formal announcement is made. As I've said, I have no insight or information re the Internet product (and I'm a shareholder, damnit, and so I should!), but the a priori reasoning above is truly basic, not insightful. Where's the market for the product? Moreover, since BT is not stupid, assuming there's a deal at all (and if CC needed the money to finish the deal with BT, why didn't CC say it when it announced the desired increase in shares authorized?), it must see something in the technology that makes the deal worthwhile. As I've said, I'm flying blind, and I don't like having to pin my hopes on something I should immediately understand but can't grasp. I want to make it clear that I am not challenging the need for the product; I'm simply saying I don't see it as a killer application and would appreciate being enlightened by someone who does and knows the product. And I don't mean opinions. I mean knowledge. Gary Kolesar, since you presumably monitor this thread, why not enlighten us? You've called me before. Why not do it again and give me a resource at CC to speak with? I promise I won't even ask any embarassing questions about the filing. Does anyone else KNOW anything? Steve Bergman