Do VMS Only Manufacturers Have a Tough Time Ahead?

I worked for a VMS only manufacturer for many years before moving on.

Now they have decided to float on the stock market - maybe to raise revenues.

My thoughts now are - With so much local and global compettion for VMS products, are we seeing the beginning of the end for manufacturers that only have software to offer as a platorm. Do manufacturers need a mix of hardware and software to attract profit margins and revenue growth going forward?

If this is the case are we moving to the days of 'Open Standards' products supplied by single manufacturer suppliers?

I think that this is important for each company to understand as it affects where R&D is directed.

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* ***** *** ****** ** *** *** *** ***** ** most ** *** ******** '****' ************* ** *** ******** ***** proves ****.

* ** *** ********* *** *********** ***** ********* *** **, especially ***** **** *** *** ******** *********** *** **** *** buying ** ***** **********.

*******, *** *** ****** *** ****** **** ****** *** *** simply ******* ** *** ** ***** ******** ***** *** ******* there ** *** **** **** ** ** **** (**** *** VSaaS ***** ********* ** ** * ******** ** *** ************ market).

* ** *** *** **** *** **'* *******.

* *** '***' ********-**** *** ********* ***** **** ** ***** 'end-to-end' *********, *** *** *** *** ******* ** ******** ** 'be *** ****' ** **********?

"* ** *** ********* *** *********** ***** ********* *** **, especially ***** **** *** *** ******** *********** *** **** *** buying ** ***** **********."

* ***** **** **** *********.

*** ** *** ** **** *******, * ***** **** ********* who***** ** '** ** ***' (*.*. *** ******** ** **** they ** '****') ********* *** ** **** * ***** ** mediocre ********. ****** *** ** ** ****** ** **********, ** why ***?

** ****-********, ********-**** ******** *** ***** ** ********** **** (*** **** ** ** ** ******, *******, ******) - *** **** ** ***** ********* ******** ************ ********** ****).

** - ****** **** ****** ** ******** ****-*** ******** ****** the ****** ********, *** ********-**** ******** *** ***** ** *********** their ******** ** ********* **** ***** '***** ******' - ***** increases *** ******** ** *** ********-**** ******* (*** *** ***** of **** ***** ******** *** **) - ****** **** ****** to ******** **** ***** ** ******** ************* **********.

**, *********** *** ************, **** ** **** ***** *** ********* software **** ***** *** ******* ** ******** **** ** ********? I ***** **** ** *** ******* ** **** **% ** the ****** ** ******* **** ****** ** *** *** ******** already *********.

**** *** ******** ** ************ *** * ******** **** ******** deliver *** *** ******* **** **** **, **, ** ******* that *** *** ******* ********* *** **** ********** ******* ***** use?

*'* *** ****** **** ********-**** ********* ****** ** ******* ** develop '***' ********* ** ********** ******* ***** ***.

* ** ****** *** ***** **** ******** ** *********** ********************** ******** **** ********** ******* **'* ***.

******** *********** **** ** **** ******** ********* ** ******** ****** increase *** ***** ** *** ********-**** ******* - ********** ** the ****** *****.

** ******** *********, *** **** ******* ** ******* ** ****? Regardless * ** *** **** *** **** ******** ****** ********** differentiation. *** **** *** *** ******** **** ******** **** ** clear **** ***** ******* ** **, ** ****** **** *** low **** *** ************ ****** **?

** ** *** ***** ** ******* *** ********, * ***** have ** ***** **** ************ ** *** ***** ****** ***** segment *** *** ***** ****** ** ********** ** *** *********** of ******** **********.

** **** *******, * ***** **** ** ******** ***** ***** have **** *****.

** *******, * ***** '***********' ******* **** ********* **** *** camera ****** *** ******.

* *****. *** ********* ****** ** **** *** **** **** a ****** ** *** ********** ****** (***** *** *** ***** move ** ****** **** ****** *** ********). *****'* **** *** enough ********** ********* ** ******* *** *** *** **** ***** going ** ** **** ******** ******. ***/**?

***'* ***** **** ****.

*** ***-**** ********* - **** ***** ***** *********** ***** ****** by *** **** *** *** *** ** ******* ***** - don't ****** **** *** ***** ********* ** **.

****, *** *** ******-**** ********* *** ********** ** ******* **** of *** ***-**** ***** (*****, *** **** ********* **** *** move) ** *** **** **** **** ***** *** *********** *** trying ** ******* *** ***-**** ***** **** *****. **'* *** a **** **** *** ***-*****.

***, *************** (*****, ** *** ***** *** ** ******* **** tougher) ** **** **** ********* **** **** *** ****** ** providers *** *****. *** * ***** **** ** *******'*****' - ********* **** ** *** ******** ** *** ************ industry.

* ***** **** *** ** **** ** **** ***** **** certainly ** **** *********** (** ******* ** *********) ** *** industry - ****** ******* ***** *** ** **** ********* ********* offering *** **** ***** (**** *****, **** **). * ***** the ******* ** *** **** ******* *** *** * ********-**** provider ** * ******, ** ******-**** ********.

**** ** ** **** ** *************? ****, **.... ** ** much ****** ***, *** **** *** *** *** ******. ***** that *** ****** *** *** ** **** ******* - ***** that ***'*, ***'*.

*** ****** *** ****** **** ** ***** ********** ** *** typically *****/**** (*******) ************ ** ***** *****, ** **** ** the ******** ********* ** *** ******** ********* ****** ***** ***** often ******** *** ************* ******* ****** ************.

****** ******* ********* ******* ** ***** ******** ***********, *****-**** *** their ******** *** *** ********* * ****** ***** **** ***** be *********** **** **** ******** ********* ********** ******* **** ********* enhancements ***** ** ********* *** ********* **********.

***** ****, **** ****, *** ****, *** **** *** ***** residential ************ *** ********** * *** *** ****** ******. *******, for ********, ** ********* ***** **** *****. *****'* **** ** companies **** ***** (*** ****) *** *-**** *** **** ********* presence, ***.

*** ******* *** *** ************ *** ***** ** **** ****** all *** ******** *** ************* ** * ******** **** ******* are *** ******** ** *** *********** ****** - ***** **** of *** ********** * ** * *** ******* ** ***, and ******* ***'* *** ******* ** *********.

"*** *** *** *** ******* ** ******** ** '** *** best' ** **********?"

**** ******** **** ****** *** * ***, *** * ***'* agree **** **.

***** ***, * ***** **** ** *** ******* **** ** VMS-only ********* *** ******** ** **** ***** *** ***** ** able ** ***** *** ** **** ** "****", *** ******* none ** **** **** ** ** *********** ** ******* *** "best" ** ***** ** **** ******* ******* ******** *** ***********.

*** ******** ****** ** ******* *** *** **** ***** *** an ***-**-*** "****" ***. ** **** ******** **** **** *** same ***** ** ********** ********? ** ******* **** *** **** features ** ****** ********? **'* **** ** **** * ********* "best" ******.

**** ** *** ***-***** * **** ** ** *** ********** markets ****'* ******* *** *** "****" ******, ****'** ******* *** the **** ****-********* ******** ** ***** *******. **** ***** ***********, ease ** ***, *** ******* ***** *******. *** ****** **** are *** **** **** ** ******* (*** **** *** ***** always **** ** **** ********** ******* ** **** ** *** mainstream *******).

** *** ***** ** *********** *** ****-*************, ***** *** *********** advantages ** **** **** ***** **** * "**** **** *** best" ************ **** ******** ** ***-**-*** ********. *** ********** ****** be ******* **********, *** *** ***** ******** *** ** ******* by * ****** **** ******* *****, ** ******* *****-***** *******.

** ******** ******* ** **** *** *****-***** *** ********* *** going ** **** * ****** *** ****** **** *********** ********* and ****** *****. **** ***** ****** ** ***** *** **** IP ***** *** **** ********** *** *** *** **** ** focus ** * ****** ******* ** ***** ** ***** ********* successful. ***** **** * ***** *** ******** ******* *** ****** commoditized, ***** ** ** ****** *** ** ***** ** ********** camera, ***** *** *** ***** *&* ***** ** ****** **** worked ***. *.*** ** *** **-***** ******** (***** **** **** migrate ** *.***?) *** ********* *** ****** **** ********* ****. So, *** *** ****** * ****-******* *******?

********* *** **** ****** **** ***** *** *** ** **** with. ******* ****** *** **********, ** **** ***** ****** ******* they ***** *** ** * ********.