To: Secret_Agent_Man who wrote (29737 ) 3/8/1998 7:06:00 PM From: Stephen B. Temple Respond to of 41046
Byron & all: Thanks for the article. As the Telephoy market moves forward, lets hope Franklin will too. As the cards are played by the LD's, LB's and every other CTC, it's the "majorj-peering-partners that will tell the final chapters, in this war-of-wars over IP. If small companies like Franklin do not have a MAJOR partner by mid-to-late 98, the profits will be less-&-less as each quarter passes by. Its an absolute MUST that Franklin PEER with someone and bring on major team players from other large corporations for both FTel/FNet. This year of 1998 will be a make-it or break-it year for all concerned, let there be no doubt!!! It really doesn't matter who has the best-of-the-best, because by years end 98, NO one will have a clear lead in CLARITY, absolutely NO ONE!!! How anyone could think that Franklin will hold a lead on the large telco's in CLARITY will be sadily mistaken. As companies like AT&T close in on all the necessities needed to perform surgery over IP, its going to get alot more difficult to convience both Business & Residential customers to switch when MCI and others will have the same capabilities. PERIOD!!! I would hope that the last offer from someone of "knoble-value" has not shut the door behind them at Franklin. At this time, I would also like to say that I could care less about sales of the Tempest. If we sold 3 million tomorrow, it really doesn't matter to me. Its WHO-of-WHO that "in reality" that thinks Franklin Telecom is worth investing in that matters to me. Being head strong in this "WAIT A SECOND WHILE I GOBBLE YOU UP" sector is absolutely CRAZY!! Here today, gone in seconds........ Again, to think we hold an ACE on clarity is like expecting the DVG to be around for the next 10 years, it just won't happen. Something else will take its place. I'll be glad to see the control of FNet in other hands sometime this year? Maybe! and lets hope so. So the question is asked, if MCI / AT&T / have Telephony products at their exchanges, and the service is great + toll quality, why would major corporations/residential customers NEED to switch in this very competitive market? The curve seems to be narrowing for a long term advantage in hardware, lets hope we still have time and a place to CARVE A NICHE!!! Concerned Temp'