PLCM overtook Picturetel leadership in high end
videoconferencing according to co. news. They supply Sprint,
Bellsouth, MCI-Worldcom etc...
Now, here's my
thought; This T-companies are spending top$$ for group
videoconferencing. What happened after this purchases? Don't they
need and audience to see them. I'm talking about us,
customers and telephone subscribers! My logic here as a
speculative investor otherwise, is that they might as well
adapt the idea to put VIATV products( w/out any doubts
the low end leader) into their subscribers monthly
statements payable in 3, 6 months or cash. Perhaps
VISA/MASTERCARDS and others can be collaborated by either
companies for rapid positoning of their products. This is a
good opportunity by 8x8 marketing/Ad team to approach
these companies to help market mutual availablity of
their products to the mass. I mean these T-companies
must have anticipated that after a gradual acceptance
of VC products in both business and household
customers, this concept of communication will
I hope EGHT will pay all of us long. Just like
MALL, SPYG, SUNW, EGGS, KLB, OMKT, NSCP, etc...
... and will be for a while!! This is just the
begining for this stock, and it is about time!! Sure phone
lines are restricted, but EGHT currently HAS the
ability to provide all aspects of HIGH QUALITY video, and
with the latest releases appearing to confirm a
wideband connection the technology will allow for this
company to provide a complete range of products, from
chips to vid-phones. EGHT now has set the standard and
will have it's chips in products from literally
hundreds of OEM's!!
Keep in mind that while the
phones have a higher profit per item the chips have the
better profit margin, and with the way this is looking
EGHT will be the leading supplier of these chips for
the next few years, if that happens then this is just
the first 'baby step' in a proces that will take us
to a billion market cap in the next few years!!
On a personal note... I wonder what those guys that
blasted me for getting in a $3 a couple months back while
they were selling out are thinking
Thank you for your latest post. I asked you the
questions only after seeing your first post and posted it.
I found out your second post when I went back to
the board.Thank you for making me technologically
understanding this stock better.
at around 11:45 AM bringing the price UP! Let's hope this action is the beginning of more to come and is the result of encouraging bright prospects for 8x8 stemming from the cable show in Calif.
"Here's another thought. I can
imagine cable/phone companies charging by the megabyte at
some point, or somehow coupling the cost of a phone
call to the amount of data sent/bandwidth used. This
would also work against my original doomsday thesis of
"who needs compression"."
announced they would be doing this within a
years. Bandwidth is not free.
To: Andrew G. (505 )
From: EyeDrMike Tuesday,
Dec 1 1998 8:37AM ET
Reply # of 506
VideoServer and 8x8 Demonstrate The Future Of Networked
Conferencing In The Cable-Connected Living Room/Home Office
Exhibit At Cablenet '98
PR Newswire, Tuesday,
December 01, 1998 at 08:18
Telephone Calls, Video-Conferencing and Other
Packet Voice and Video Services Over Two-way Cable
ANAHEIM, Calif., CABLENET '98, Dec. 1 /PRNewswire/ --
(NASDAQ:VSVR), the global leader in
networked conferencing, and 8x8, Inc.
leading supplier of video conferencing technology
systems, today announced that they will demonstrate
conferencing capabilities using
their multipoint and terminal products as part
CableNet's Cable Connection exhibit. The exhibit will
illustrate what is
achievable via conferencing for living
rooms and small office/home office
I'm not trying to "tell" anybody anything. I'm
just asking. You seem to be answering that 8x8's
technological edge evaporates when the bandwidth revolution
gets here. That's my worst-case scenario, it's what
generated my first post. But does it really evaporate? Does
data compression become unimportant with increased
bandwidth? Did you read my second post, which takes the
opposite view of the first? I think a good case can be
made that increased bandwidth doesn't doesn't change
the compression issue at all, doesn't hurt 8x8 at
all; on the contrary, that may be what it takes for
this company to take off.
But if that's the
case, then here's the next worry. Yes, 8x8 is the first
to the gate, but the gate to universal acceptance
(i.e., bandwidth) is currently locked. How long before
Lucent or Intel or Broadcom catch up technologically?
Will the gate open before this happens? And if so, can
EGHT lock it behind themselves (read how protected is
their technology)? Or will the delay in the bandwidth
revolution be an equalizing force? Will LU and INTC and
others be lined up at the gate with us?
worry about something, these are my current