Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : DIGITCOM (DGIV-OTC-bb)Information Thread -- Ignore unavailable to you. Want to Upgrade?

To: Howard C. who wrote (255)	7/23/1998 11:55:00 PM
From: Mr T	Read Replies (1) \| Respond to of 530

Longtime lurker. Pulled this off of The Pulver Report, July 23, 1998 issue. Any thoughts. " Mergers and Acquisitions within the IP Telephony Industry will continue throughout 1998 and well into 1999 Looking at the activity during the past few months it has become clear that strategic relationships alone are not enough for some of the larger vendors who have decided to enter the growing IP Telephony marketplace. While the industry is still experiecing a period of cooperation amongst competitors, many of the well established players in the Telecom industry have been very active behind the scenes working out their IP Telephony strategy. For the smaller companies now is one of those golden opportunities you will have to sell out to somebody who needs your technology. Now is also the time the larger companies are equipping themselves with the tools and technology they feel they need to compete. While the strategy of "sell or die" hasn't hit the industry entirely yet - many of the smaller vendors have started to feel the pressure to do something rather than to just stay idle. And if you are at a company which has been looking at the IP Telephony industry from the sidelines but haven't entered the market yet - the window of opportunity for entering the market is rapidly closing. If you don't enter the market by the end of Q4 1998 you will most likely lose out on the opportunity. And with so many equipment companies entering the market, there are some who seem to be wearing blinders and continue to announce new generic gateways products into a market which is already a commodity. I also believe that during the next 9 to 12 months there will a shake out amongst some of the players. Not everybody will be able to go back to their bosses who ok'ed their original 20 million budget (which was needed to enter the IP Telephony marketplace) with the results that were promised and projected for 1998 and 1999." Regards