FVCX's current revenues are generally a holdover from their prior business strategy and related products. Not click to meet, etc. Fvcx value is not in their prior business. The market's reaction to FVCXs current earnings is a kneejerk. The real question, is their technology going to be accepted by the telecos. I have thought so for a long time and am quite long accordingly. Although I am somewhat concerned at the lack of confirmation out of QWest and others. Does anyone have any comment, data, etc. on this?
are the larger telcos (that we know of) who are negotiating with FVC for VC.
At this moment, advertisements by these companies (Q, BT, BA and FT) include VC services. I see no reason for them to state that they are being provided by FVC. I also see no reason for them to confirm or disclose to the public that FVC is involved. In other words, the telcos customers do not deal with FVC to my understanding.
When FVC made each announcement, there were acknowledgements by each telco at that time. To me, this is quite sufficient. However, I do understand your concern.