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Polycom, Inc. (PLCM) Message Board

  • swisslakes swisslakes Dec 4, 2013 3:43 PM Flag

    is the CurrentVideo conferencing buisness model got a future?

    with more moving into cloud service subscription, less on big ticket items, PC will come with big screens and tablets will do the job, cheaper and cheaper the hardware.

    Chinese also coming, so o think i would buy a PC with a big screen and i could do video conferencing for everyone thru a a cloud service. no need to buy infrastructure

    Polycom needs to diversify beyond UC

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • you are spot on SwissLakes, the threats to VC are in the mobility and cloud space. The endpoint sale is an old one, to really compete you have to have the ability to support all those Smart devices out there with massive scale. you can't do that in HW. Companies like Acano and Pexip have a jump start. And Zoom with their PC based offerings. Mobility and web conferencing is where its all going. You can forget Cisco, they destroyed that Tandberg acquisition. All their talent is gone and are at Acano and Pexip

    • The main worry for PLCM is competition from CSCO, with the Tandberg acquisition.
      My employer recently replaced all the PLCM equipment with Tandberg -- not a good sign.

      Sentiment: Strong Sell

      • 1 Reply to chemsysus
      • ...and how many companies have replaced Cisco/Tandberg with Polycom? The only valid stats are analyst reports which show all manufacturers' sales in units & $ for a given period as opposed to individual projects which are insignificant either way. The Cisco-Tandberg thing is very old news now. what's more important is roadmap and future deliverables....

 
PLCM
13.59+0.07(+0.55%)Dec 19 4:00 PMEST

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