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To: Jenna who wrote (11575)7/17/1998 8:58:00 AM
From: Johnathan C. Doe  Respond to of 120523
 
NAVR might be a derivative play off of the BCST offering. If BCST is really hot; NAVR being in a similar internet business could respond.



To: Jenna who wrote (11575)7/17/1998 9:13:00 AM
From: Johnathan C. Doe  Read Replies (1) | Respond to of 120523
 
VSVR beat estimates nicely. There is a turn-around situation in the video conferencing market and VSVR and PCTL could do much better than they have for a long while. The story had been that software solutions were the way to go. Now the change in thinking is back to the superiority of hardware video conferencing and buying of these systems is picking up again.


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