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

To: STK1 who wrote (29714)	3/8/1998 11:19:00 AM
From: topwright	Read Replies (2) \| Respond to of 41046

Charles, I agree it would be a self defeating endeavor to only be concerned with who had the best. Leap-frogging competition will be the mainstay for years to come. I was in early on IDTC in the mid 7's, unfortunately got out around 20, turned my head and adios amigo. They and VOCLF both are niche players and with global stature alliances. What I laugh about is everyones concern about the competition. Contrary to opinion I view it as the most healthy thing that can happen at this time. The more people that are exposed to an alternative way of placing a call, the better. Just like gourmet coffee shops and espresso in the 90's. Back in the 80's Maxwell House, Folgers, and Juan Valdez's mule were it. As every street corner loaded up with jazzy little coffee shops everyone considering entering the biz was scared away due to saturation and unprecedented competition. But it was this same onslaught of familiarity that was converting peoples tastes from the mundane to the exotic and tapping a market worth billions. I see this as the hurdle in the big picture. And those that can provide clear, easy to use, and reliable IT service will be the pioneers that lay the groundwork to what could become the next communication revolution. Those that try to offer their services before they are perfected will only slow down the process, those that do provide toll quality will be the early leaders and capture their fair share of this promising technological revolution. Then will come the consolidation phase where the telcos will step up to the plate, just like with the ISP's before them. I'll be there with more then one in my portfolio, that's for sure. rb

To: STK1 who wrote (29714)	3/8/1998 11:44:00 AM
From: elk	Read Replies (2) \| Respond to of 41046

Charles, It seems a point you may be missing is that the clarity that I heard demonstrated at two separate sites and tests of the Tempest, is that is going through a Standard, Public Internet connection, not a dedicated private network! This is to say that I have heard the quality in a True Field test, not a rigged demo. You seem to be under the mis-impression that these things are not going through the 'dirty Net' when indeed that is exactly where the tests, including the CT Expo, are being run through. As a matter of fact, FTEL ONLY wants to make comparisons on the Public Internet, to make the point of how clear it is, via that conduit. On a private network via ATM, Frame Relay, etc. the quality improves! The features that make us have the highest quality and clarity is our compression technology, which is patented. End of Story! You also state that VocalTec's carrier grade is not in production, as they just announced their product; however, it will not be ready for about a year from now. That is a long time to wait in this industry. The other thing to keep in mind is just building a carrier grade gateway, DOES NOT improve the sound quality, it only increases the capacity of calls that can be routed. There is not much difference in the building of this gateway, as you state they are using DLGC'c boards. If VocalTec is relying on DLGC to improve their boards so that VocalTec's quality can improve, that is not a good situtation to be in. One other thing to keep in mind is that the more ports VOCLF puts on their gateway, the more their customers will pay for the running of that system. Voclf's software uses the processor on the computer requiring their customers to have a 233 board with a 128 mg of Ram, thats right now, a year from now when the product is released and available, those numbers could be higher. With FTEL this is exactly the opposite, it can run on a 486 processor, because all the work takes place on the boards, not the processor. This means Significant overhead savings for FTEL customers. As voclf's capacity increases, their overhead costs, that they will pass to the customers, will also increase on a sliding scale. In ther next year, before the product is released they look to lose a lot of ground in the battle for gateway marketshare, and run the risk of a competitor, not necessarily FTEL, set a standard that they can not match. This is not to say that I do not think highly of VocalTec, as a matter of fact, I do think very highly of them and the alliances they have formed. I feel them a solid company that should still see a lot of growth, as the industry matures and spreads. They have the best support currently in the market and should remain a good investment. Even if they do not becomae a major gateway seller, their software and other servcies will keep them as players in this game. Alos you will see how much research I have done on them, very shortly. I think you will like what you see this week in regards to VocalTec!<GGG>