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To: Seth L. who wrote (23527)12/19/1997 4:10:00 PM
From: elk  Read Replies (2) | Respond to of 41046
 
Seth, I've been meaning to post this for a while, since it may help put into focus exactly what the DVG market could be in the future.

<<As you can see, in '96 and '97 the IP gateway market is very, very small, you know, $100 million or less, and by the year 2000 it's well over a billion dollars, and by 2001 it's well over a billion eight. I
don't know if the numbers are right or not, but they're big numbers and they're certainly getting people's attention. It's also true -- this is an IDC chart -- that, where in the early days the marketplace was driven by individual users, or consumers, we believe, and there's a lot of evidence to suggest that going forward it will be the business user that will drive the market to a much, much greater extent and they will change the requirements and they will have a big, big impact.>>
Robert Schecter, Natural Microsystems

Here's the link to the full speech:
wordcasters.com

I like the fact that just Gateways are expected to do 1 Billion! Go Tempest!

Evan



To: Seth L. who wrote (23527)12/28/1997 6:09:00 AM
From: Daine Newman  Read Replies (2) | Respond to of 41046
 

Why does CFO Tom Russell note in his current message (still on the web page) : We anticipate filing the first 10Q for the quarter ending December 31, 1997? Come on guys, although not a big deal, I think you are out of sync.