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8x8 Inc. Message Board

  • justcheckingagain justcheckingagain Dec 8, 1998 9:41 AM Flag


    The video conferencing industry it's outlook has
    changes now that telephone and cable companies will be
    offering high speed lines. The competition between the 2
    is heating up. They are the one spending billions of
    dollars in building 8x8 bridges. 8x8 products will become
    the necessity of their competition, as well as the
    internet. What we are witnessing is just the beginning of
    the battle, and both industry needs 8x8


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    • In the chip business, they are barely challenged.
      Philips has a chip that competes and a new pretender has
      entered - Neoparadygm, but the competition is behind.
      I've read that 8x8 has somewhere around 90% of the
      videoconferencing chip market, essentially a lock. Problem so far
      is the market is tiny.

      In systems, the
      competition is widespread. However, no one seems to be
      selling a product similar to the ViaTV. In any case, most
      system makers are using 8x8's chip, which is where the
      best margins are, so it doesn't much matter if someone
      takes 8x8's chip and makes a better consumer

    • More and more big blocks are showing up on the radar screen, these are not day trades they are to large for the average day geek. this is not a hype, this stock is ready to catch fire.

    • They're back filling to friends and family. Large
      article in WSJ on Thursday. No URL. Just gotta know it
      will be there. The chip is too sexy to NOT write
      about. This little dip below $7 will be SHORT LIVED!!

      I went to Best Buy in north Dallas - The ViaTV SOLD
      OUT in two weeks.

    • bought 1000 @ 6.75. ride the ride...

    • Does it matter if 8 loses money again this
      quarter? If you think so YOU are not using your head.
      KLIC, one of the premier mfrs. of chip making equipment
      will lose money AGAIN this quarter and it trades over
      $20, up from $10...AMZN has YET to show a profit and
      it trades closer to $200...eventually 8 will have to
      make money but the market doesn't expect it to YET. If
      you want to wait until they show a profit in the next
      quarter, go ahead. But just becasue a company is losing
      money doesn't mean the stock can't / won't command a
      higher price.

      By the way, the market is
      upgrading SEMI stocks...If 8 will go down on downgrades of
      SEMI's...does that mean 8 will go up on upgrades???

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