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Technology Stocks : arlcf -- Ignore unavailable to you. Want to Upgrade?

To: Don Walster who wrote (38)	4/16/1998 10:51:00 PM
From: ed doell	Read Replies (2) \| Respond to of 75

>>Explain to me why they [Nortel and TVOntario] blew it. << *** *** Hi Don, I'm not saying anyone has "blown" anything. What I am saying is that I don't understand why Arel hasn't integrated their net technologies in their DL product. I doesn't appear that Arel has integrated the powerful potential of its iFax/Phone into their DL product known as IDEAL. And I am wondering why. FWIW, I think Nortel has done a very smart thing. Perhaps IDEAL fits TVOntario's demographics and current technology base. I will tell you that there is no doubt that DL is a very big matter and is growing. Some historically very big players (individuals) are now looking into DL in a big way. To me it appears that you are ready to see me as flaming Arel, Nortel, TVOntario. But I am not. I am puzzled by the apparent lack of technology integration within Arel in their product lines. Integrating what Arel has seems to me to offer a very powerful synergy. Other than that, the social and communication skills of two of their personnel seem a bit thin IMHO (see the anecdote in my earlier post). Ultimately, there is serious competition in traditional DL approaches. IDEAL appears to be a traditional approach: TV, and a phone connection. Lots of business is doing that with various options attached. That doesn't mean to say that $ can't be made that way. However, integrating the web and DL video is a very powerful medium IMHO. Some companies are doing that. So it's not a matter of anyone "blowing it," as you put it. Ed