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Technology Stocks : PLNS...formerlyBBTK

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To: mpnunes who wrote (19)6/12/2000 11:53:00 AM
From: Cates  Read Replies (2) of 28
 
PLNS was going strong in Supercomm in Atlanta. In fact, the whole show was going strong. For the first time in years there were customers on the floor. And there was lots of exciting new things to see.

While I was at the PLNS booth, I saw several network engineers from CLECs and from small Independents visiting and kicking the tires of the workign Pliant 3000. It looked like they had expanded their sales force again. They had a good size crowd attending from PLNS. And from what the old timers were saying, the product was coming out of the chute after the usual labor pains.

The product was working and demo-ing well in the booth. They had rack mounted versions and cabinet mounted versions. They were showing an end-to-end call using GR-303, which is critical. It sounded like the narrowband version was solid. They were also showing demos of the DSL versions of cards, but it sounded like they may not be customer ready yet.

The biggest thing was the announcement of the Twin Lakes trial. This is a small IOC and is right in the heart of their target market. They all seemed pumped up about being in a customer site again. And although no one talked about other trials, there were plenty of hints that Twin Lakes was not the only one. I hope that their next announcement is a CLEC, since the IOC trial announcement did not seem to be enough to hold the stock price above 8.

So, PLNS seems to have made good on step one of their plan to deliver a product to an attractive, yet rather small market. The team was larger and they seemed very up beat. There were customers in the booth. Now, the next step is to make their trial customers happy and start growing revenues. I continue to believe that PLNS will soon have the same extravagent market cap that other small to medium sized telecomm access companies have. Go PLNS.

Cates
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