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Author
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Topic: First Virtual Dances with RADVISION
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AndyN
Wainhouse Research Posts: 345
From: Sarasota FL USA
Since: Jul 2000
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posted 31 January 2005 10:47 PM
   
In WRB V6 #04 Andrew covers RADVISION's intentions to acquire the assets of FVC, and volunteers three possible background factors.What do you think? Click on 'reply' to share your thoughts ...
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czoli
Sr. Member Posts: 1469
From: italy
Since: May 2003
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posted 01 February 2005 03:08 AM
As of Today Radvision is really focused on building a platform for the MS Office Live Communications 2005 Client 1.0 = InstanbulToday the radvision product do work nicely like and at least 1 big project has been concluded. I think that others does not simply have the same Vision here but time shall tell. The Desktop market is coming. Acquiring FVC assets is a good move for the mid term. This is because Radvision will take probably AGES to ingrate FVC technology into the RVSN core technology. At the end of the day they are acquiring a web conference product that they lack for only 5 millions IP: Logged |
Keisuke Hashimoto
Sr. Member Posts: 377
From: Funabashi Japan
Since: Aug 2000
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posted 01 February 2005 10:41 AM
I guess that Radvision simply wants to strengthen product portofolio by additing FVC's the H.323 desktop conferencing in addition to eConf. Another step forward to making the company itself all round conferencing solution provider.Anyway,I was surprised by 5millionUSD for the aquisition of FVC considering the history back from CuSeeMe, I just guessed that the company's value of 5millionUSD was undervalued. Or is it a fair value? I am also curious in a sense that; 1. Why did this FVC failed in the market as said by Andrew? Any analysis?
2. What does this bankruptcy mean for the conferencing industry? Especially H.323 based desktop web conferencing.
I was looking in a way at the desktop web conferencing in terms of proprietary based vs H.323. keis
This message has been edited by Keisuke Hashimoto on 01 February 2005 IP: Logged |
padrino
Member Posts: 3
From:
Since: Feb 2005
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posted 01 February 2005 10:37 PM
"The letter of intent requires that the parties enter into a definitive purchase agreement by February 7, 2005. If no such agreement has been entered into by that date, either party may terminate the letter of intent."Perhaps FVC wants to terminate the agreement so other interested parties can enter a bid. FVC just received $2 million DIP financing, which will allow them to operate the business well past February 7. Before this money, I would say Radvision was in good position. However, now I think there are other players who will show themselves after this agreement is terminated.
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Keisuke Hashimoto
Sr. Member Posts: 377
From: Funabashi Japan
Since: Aug 2000
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posted 12 February 2005 09:15 PM
One thing is that, a hardware video vendor may be interested in aquiring FVC because there may be demand in the market that end users want to have combined solution of both hardware video endpoints and software video endpoints that can both interoperate one another in an organization because of budget reasons and because it may not be justifiable to buy an expensive set-top video endpoints for small branches. relatively less expensive PC based may be suitable instead of hardware video.So this combination may satisfy such end user requirements.
Also FVC has MCU as well.This message has been edited by Keisuke Hashimoto on 13 February 2005 IP: Logged |
David Gardner
Member Posts: 1
From: Los Angeles
Since: Feb 2005
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posted 14 February 2005 05:52 AM
Andrew,Your writeup fails to mention what happens to existing FVC common stock shareholders as a result of the $5 million stalking horse bid. Don't they get screwed? What will happen to Special Situations Fund's 22% in the company? What about Vulcan? How will these entities and the other shareholders be effected by the bankruptcy as it plays out? Are there shares going to be cancelled? Why haven't any of the prior investors ponied up some money for a financing infusion (even if dilutive). Where are Vulcan and Netone in all of this? IP: Logged |
AndyN
Wainhouse Research Posts: 345
From: Sarasota FL USA
Since: Jul 2000
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posted 17 February 2005 12:35 PM
The FVC / RADVISION plot thickens:Former FVC Executives Join RADVISION AndyN
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padrino
Member Posts: 3
From:
Since: Feb 2005
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posted 19 February 2005 01:18 PM
Yes it does
http://biz.yahoo.com/bw/050218/185408_1.html
http://biz.yahoo.com/e/050218/fvccq.pk8-k.html Did the Radvision press release say what the former FVC executives are going to do at Radvision? There seems to be a lot of politics going on. IP: Logged |
Keisuke Hashimoto
Sr. Member Posts: 377
From: Funabashi Japan
Since: Aug 2000
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posted 26 February 2005 12:14 PM
My guess is that RADVISION is seeing the future in the desktop video rather than hardware video.However, they have relied on e-conf technology or external technology as far as desktop endpoint is concerned. Therefore, they want to have their own desktop video endpoint software for themselves to strengthen their core business and thereby their leadership in the market. If they see it is not feasible to aquire a company, they may hire ex-employees of the company RADVISION has looked at as alternative business option. Also, federal market is a huge one to pay attention to as their sales target. I just guessed above when I saw the names of the ex-FVC employees that RADVISION hired. keis
PS. I attended CCS 2005 in NY last week, which was a lot to learn for me especially case studies, views on the market, etc.. To learn different views etc is very much beneficial for me.But it was hard for me to keep myself wake up especially during the afternoon time(when Japan is after mid-night) since my internal clock was Japan time. This message has been edited by Keisuke Hashimoto on 26 February 2005 IP: Logged |
padrino
Member Posts: 3
From:
Since: Feb 2005
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posted 02 March 2005 09:44 AM
Congratulations Radvision
http://biz.yahoo.com/bw/050302/25366_1.html IP: Logged |
Keisuke Hashimoto
Sr. Member Posts: 377
From: Funabashi Japan
Since: Aug 2000
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posted 06 March 2005 08:56 PM
I am just wandering what will happen to the relationship with France Telecom regarding eConf.keis IP: Logged |
Banking_Support
Member Posts: 18
From:
Since: Apr 2005
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posted 09 April 2005 08:51 AM
Congratulations RadvisionIP: Logged |
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