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Technology Stocks : Genesys Telecommunications (GCTI) -- Ignore unavailable to you. Want to Upgrade?

To: megazoo who wrote (69)	3/13/1998 10:33:00 PM
From: Bobo	Read Replies (1) \| Respond to of 220

Re GCTI and LHS market potential: LHS has an expanding market from two standpoints. 1) Their licensing is based on number of subscribers and this number is growing by 30% in the wireless world. 2) They are expanding their market from wireless to wireline. The wireline world is HUGE. GCTI opportunity for expanding their market at the current time lies in <20 CSR call center market. This market projection for the number of call centers this size is 200K by the year 2000. Currently GCTI's products are deployed in big (+200 CSR) call centers. They are tackling the low end market by teaming with carriers to offer what is called network based CTI. A small company could order CTI in a similar fashion to other voice and data services. The challenge with this approach is that network-based CTI is complex to provision. Imagine how hard RBOC's would find this given the difficulty they have with ISDN. Currently, a JV between Bell Canada and NBTel called Connectivity is furthest along with the offering. I think they are beta testing but have trained 300 or so Bell Canada sales reps to sell the stuff. MCI will be offering the service as something called Innovagent but will aiming for the Fortune 500 market first. I have heard that other RBOC's and CLEC's are evaluating the offering but are further out than these two carriers. If network based CTI is successful for GCTI, we will all be looking at 10 baggers on this stock. The market expansion is just a bit more challenging for GCTI since it depends on the phone companies' abilities to deploy a new, complex service. Maybe the CLEC's will step and find this a lucrative service.