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Microcap & Penny Stocks : FRANKLIN TELECOM (FTEL) -- Ignore unavailable to you. Want to Upgrade?

To: topwright who wrote (22369)	11/29/1997 2:27:00 PM
From: Secret_Agent_Man	Respond to of 41046

RB, that reminds me, the fibercable has nearly crossed the atlantic and will be up and running in 98'. Is it so wrong to think that we may be headed into a fiber-optic communication medium as standard for the future and that the rest of the pack is still behind the curve? Frank, once again I think is being under-estimated<ggggg> bg

To: topwright who wrote (22369)	11/29/1997 3:04:00 PM
From: Martin P. Smith	Respond to of 41046

RB, It is very easy to write a company off as being lagging ( still dangerous just easy) in the technology arena if you do not understand some of its fundamentals. Here's a small set of questions to ask of FTEL/FNET . The DVG is not the cats ass of all DVG's but it has superior quality to the competition. How does the DVG achieve its superior quality? Could it be related to some of the proporietary features of the DVG? What are the FTELs other products? Is FTEL limited to Hardware ? What aspect of corporate business area these products focused in? What other companies/divisions does FTEL have and what do they do? What do all of FTEL products focus on? Answering these questions ( It may take a while if you do not know already ) may just give you a warm feeling as to what FTEL is and where it is heading. FTEL is NOT a simple company. Martin Smith.

To: topwright who wrote (22369)	11/30/1997 11:45:00 AM
From: Atin	Respond to of 41046

RB: I guess the question is where the technology is now, and where it is going. Where it is now is hybrid networks where traditional telephony networks have to interface with IP networks. The Tempest and the like are targeting this interface point right now. In this space FTEL's lack of density, which has to do with their smaller DSP cards that are used for vocoding etc, and their line interface cards that terminate the T1s is going to keep them in the smaller gateway market. At the moment they do not come anywhere near filling up the bandwidth available on their OC3 datacom card and they might as well have used a 10BaseT card (if they had one with the same proprietary interface for communicating with their DSP card) for all the good their OC3 card is doing right now (besides getting some press from Syracuse, but I hope everyone realizes that Syracuse wasn't interested in IP telephony per se, they were interested in proving that ATM networks can do it, and since FTEL is doing this part well, they would get chosen). Where it is going is that eventually we shall have fiber all over the place. What then? FTEL has a story in that space while many others don't. But FTEL will still require lots DSP power to do the things that are required for carrying voice over IP like vocoding (or video compression etc for that matter) and like I said, at the moment their DSP board is lagging in density and wouldn't be able to provide anywhere near the bandwidth that their OC3 card has. In the time it takes them to develop those densities on their signal processing cards, others will have fiber datacom cards working with their higher density DSP cards. Things will get interesting then if everyone is the same technologically speaking (but I don't think the development times for the two are going to be the same) and I cannot predict a winner 5-10 years out (except that it would be the software if the hardware is the same, and FTEL again a not quite as far along when it comes to developer APIs for supporting customized software applications on top of their hardware). I think people would be well served if they hedged their bets some rather than focusing on any one company but I guess that has to do with one's tolerance for risk and confidence in their predictions about technology. I am sure many here think FTEL's technology is the best out there and if you are sure, go for it! -Atin P.S. Thanks, I much prefer responding to posts of this type. I prefer my arguments couched in technical terms <g>.

To: topwright who wrote (22369)	11/30/1997 2:32:00 PM
From: Rick	Respond to of 41046

RB - seems to be the perfect way for a competitor to use this forum to their advantage...& I see that you see that to a great extent. Throwing out info - whether false or fact usually gets a response because to not respond is virtually impossible...Personally - if I come across a juicy tidbit in the future fo Franklin - rather than post it to the board, I plan on e-mailing Franklin directly so that they alone can have the information. Makes no sense to give info away for free on this board that may be valuable to competitors (not that you have lately).. I'd make 'em work as hard as possible for it. Would hope that others will do the same... Yes - ego gratifying for anyone to post good info to board - but better that it goes directly to Franklin (& think I see that you agree with this lately)