the time of upgrade. Based on the price activity
on last 7 days, I think something will pop out on
this Wednesday or Thurday. I have 72 hours to hide
myself. Just trying to have fun here while waiting. As a
matter of fact, i was the winner of the last "predict
the closing price" game. Any challenges? oh, and be
good to yourself.
Q has chosen FVC and will deploy Click to Meet
service sometime late spring or early summer. Q has
completed its testing. As for FT, FT has been working with
FVC for 4 years to develope the CODEC which is going
to be integrated into video portal service. FT is
now in beta testing, that by itself is a serious
commitment because such testing cost lots of money. We also
know the story about BT and BEL. All I am trying to
say is that the overall picture is not as "shaky" as
you have painted. On the contrary, I think the
overall picture is quite promising and encouraging. I
believe I have said many times before that one of FVC's
biggest assets is its good, long term working
relationship with telcos. This tie will not be broke easily.
Then, I agree with everybody that FVC has to move fast
and sign up more telcos as fast as it can. Whatever
reasons that take those telcos so long to sign up with
FVC will also apply to any FVC competitors. FVC is
still the front runner of this video portal business
I'm not sure "they lost the battle" rather, they
had the vision to see where things are headed and
adjusted to the changing landscape. Are they ahead of
everyone else? For now maybe, but as you can see from
various recent announcements that may not be for long.
The real or potential competition is not sitting
around twiddling their thumbs. Time is against FVC
unless they start capturing carriers.
*not* see serious commitments to FVC's solution until
their is more competition so that the carriers have
something to compare against. From their perspective it's
good to have competition in case FVC can't do the job.
You can also bet that before a carrier commits
they'll want to see some interoperability testing in case
someone like PCTL or BWG really is a competitor that
might be adopted by another carrier.
be fooled by recent announcements - they are
commitments to "test" that may turn into revenue producers.
FVC is probably making it attractive (read EPS won't
be good) for FT, Q, etc. to seed the market. The
danger is that a competitor produces a better product or
has more marketing clout and FVC becomes a great
innovator but a crappy stock to own. There are plenty of
stories like that out there.
AUSTIN, Texas--(BUSINESS WIRE)--March 23,
2000--Broadwing Communications, a wholly owned subsidiary of
Broadwing Inc. (NYSE:BRW - news), and V-SPAN, a broadband
communication portal (BCP), today announced a breakthrough
approach to seamlessly integrating IP and ISDN
The service will integrate PC
and conference room systems attached to Broadwing's
network or the Internet via web-based scheduling
software. In addition, Broadwing and V-SPAN will offer
video collaboration, which will allow customers to
enhance traditional videoconferences with graphics and
presentation materials. These new services will result in
significant cost savings to customers. Dedicated services
will be available in every city in the domestic United
States, with ISDN dial services providing connectivity to
This initiative follows
the February 28 announcement of Broadwing's Voice
Over IP and IP/VPN eClass offerings and is a
continuation of Broadwing's strategy of making the Internet a
truly universal transport. IP video collaboration
services are another step toward providing a complete
``transparent'' application network.
``This service is
another element of Broadwing's commitment to empowering
customers to become leaders in their industry through a
complete IP solution,'' said Rick Pontin, president and
COO of Broadwing Communications. ``We've created a
package with V-SPAN that puts videoconferencing at the
fingertips of companies of all sizes and offers unique value
Run over Broadwing's
award-winning Gemini2000 IP network, the videoconferencing
solution supports IP, ISDN, DSL and dedicated access
lines, making it accessible to a wide range of
customers. The network is designed to eliminate Internet
congestion through its logical, hierarchical structure for
efficient and effective network management. Gemini2000's
unique, patented architecture ensures Quality of Service
and unparalleled performance. In addition to
providing multi-point videoconferencing capabilities,
Broadwing and V-SPAN will offer web or intranet enabled
conference scheduling and tracking software, as well as
traditional call center oriented scheduling mechanisms, to
allow customers to choose the scheduling method that is
most convenient to them. The web interface enables the
user to access an online directory by simply
``clicking'' the participants that are desired in a ``virtual
meeting'' and connecting them on demand. The point and
click service will connect two parties or multiple
sites as needed on demand or scheduled, allowing the
customer to seamlessly connect to any user on any
``Broadwing's network offers the
reliability, speed and availability that allows us to take IP
video collaboration services to a new level. In
addition, we've taken the complexity out of multimedia
collaboration -- traditionally a huge barrier to these
solutions -- and made broadband services easy,'' said
Robert Mason, vice president of Business Development at
Broadwing will be launching beta releases
of this platform with V-SPAN in May with general
availability in July.
Broadwing Communications is a wholly owned subsidiary of
Broadwing Inc. Broadwing Inc. (NYSE:BRW - news) is an
integrated communications powerhouse delivering voice, data
and Internet solutions to a variety of customers
nationwide. Broadwing combines unparalleled customer service
with a premier next-generation fiber network and
award-winning IP backbone, to create data and Internet
solutions that are innovative, reliable, and provide
businesses a competitive advantage. Broadwing sets the
standard for customer accountability with its
first-in-the-industry Installation Guarantee. Headquartered in
Cincinnati, Ohio, with 5,500 employees in 38 cities,
Broadwing can be found on the Web broadwing.com.
where its at, see the Broadwing/VSPAN press
release. Competetion is a good thing. Means that others
believe in the same vision. On the downside, FVC has the
challenge of moving from an ATM manufactorer to an ASP if
they want to provide the service themselves. That is
not an easy transition. Broadwing and VSPAN have that
expertise already built into their model. I think FVC
should focus on partnerships to drive their portal as a
solution of choice and not necessarily try to build
themselves into a VASP.
FVC is focused on the portal and the ATM/H.321
products are taking a major back seat. The H.321 market
doesn't have much growth potential if any at all. I
wouldn't be surprised if they made a complete move away
from the ATM/H.321 as soon as they are making some
money from the portal. If you notice the Senior Network
Management Engineer is focused on management of gateways
etc. When I think of a Network company, I think of
what FVC's focus used to be, ATM networking that
allowed video applications true QoS. They have lost this
battle to emerging H.323 and IP streaming, and they are
now focusing on the larger and more difficult aspect
of networked video, directory services and video
management. Video conferencing never took off because it was
too hard to use, with the portal product users have
the ability to make calls without remembering phone
numbers, IMUX profile numbers etc.
What I meant by
not being a networking company was that the focus on
the hardware is being moved to the portal, smart move
on their part....
It will be more efficient to use integrated
hardware alternatives than to use a software only one.
Will software only be acceptable? For the short-term
it may be the only inexpensive consumer level
solution and that's why this product (and probably many
others) will be useful to get VC going. But eventually,
maybe the next major Intel product line, will have
CODEC's integrated into the motherboard. We'll probably
be gaga'ing over 10,000mhz CPU's *and* advanced
CODEC's in the future.
FVC.COM is providing networking service via its
video portal. Please read the statement I copy from
FVC.COM website(Jobs Available):
This is a highly challenging
and exciting position to help define and
implement network management services for FVC.COMs Video
and Video Gateway Servers. FVC.COMs Video Portal
service providers to offer IP based
video services to businesses around
Thanks for this information Jopemish. This is the
kind of news I like to hear.
So FVC is looking at a
bright future. Is'nt it?
And therefore we all are
looking at a lot of profit, are'nt we? At least coming
But, reading the statements of the stockbrokers
involved, I get the impression that They aim for a
stockprice of $22!
On what basis than do some posting
colleges predict a stockprice of $50 or even $100?
got in at $10. So I am indeed looking at the
possibility of bying a new BMW for my wife, if she so
disires. $19 or even $20 is nice. Very nice.
And at the
price of last weeks $26 I can indeed imagine the
selling need of some of us.
But then again, are they
stupid not to have waited for the outburst of FVCX, or
was I stupid not having sold?
$20 , $50 or $100
why, on what basis?
A friend of mine talked me into
And I am glad he did.
But on what basis are the
Please give me feedback?