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Technology Stocks : PictureTel (PCTL)
PCTL 0.00010000.0%Aug 4 2:00 PM EST

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To: Thean who wrote (25)10/31/1996 11:48:00 PM
From: tony pham   of 920
 
Thean,

PCTL has announced a couple of news with regard to Swiftsite.
They have also indicated the number of units sold. You can read
message 23 of this post and see that SystemSoft announcement
has also indicated this volume.

PCTL has introduce a couple of products for the 4th quater which
I think will help their earnings because these new products are
more revolutionary than evolutionary.

Swiftsite is a compact unit with built in microphone and camera, not
to mentioned its "sexy" look. Cost is around 9K. This 10lbs unit sits
nicely on a monitor.

I also like Limelight which is an option on some of PCTL products
that will dynamically locate the person or persons whom is talking
and move/zoom the camera to them. This is awesome because the
users don't have to manually move/zoom the camera. This can be
a pain in a "group call".

These products are unique and once again PCTL is leading the
other companies with these new break through. I have seen demos
of Swiftsites and Limelight and I really believe that it will sell. I hope
I am right, so that I don't have to eat my shirt when December comes
around.

Thean, with your P/E analysis, the fair price for PCTL is around 30.
Right now it is 27 which should make it a bargain even without
the introduction of these new products.

-tony
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