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Technology Stocks : Aspect Telecommunications (ASPT)
ASPT 0.00010000.0%Oct 22 9:30 AM EST

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To: JAPG who wrote (836)3/21/1999 1:23:00 PM
From: Sunil Veluvali   of 2018
 
You said:
>> I would like to connect via internet to their IR department, click a phone icon and get routed via IP telephony to a knowledgeable person...

And you sold CSCO ! Take a guess as to how much CSCO gear you would need for this IP Telephony feature, you want, to work?!

ASPT is a good company in the middle of structural reorganization and until the results of that are evident, I think the price won't move much. And, if you believe what the managers of the company said, the want to be more of a software company.. so the ROE and margins should match the margins of the CRM software industry for the market to give them a healthy valuation. 3 Quarters turnaround time is a bit aggressive, IMHO, even though they now have a highly qualified brand new management team. But, then they could be prove me wrong... I won't complain! :-)
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