SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Comverse Technology

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Beltropolis Boy who wrote (421)5/19/1998 6:56:00 AM
From: Drake  Read Replies (1) of 1331
 
Chris and Eve, CMVT is #1 to Telecos; institutions own approx. 53% of shares; Northern Telecom is actually a partner of CMVT; almost no insider sales nor planned sales since June of last year; 7 "strong buy" ratings and one "moderate buy"; 1.0 First Call rating; 5 year avg. P/E = 27 vs. current 22 P/E (based on yr. end 1/99 consensus earnings estimate); projected 25% to 35% growth for next 5 years; have proprietary technology, with high "customer switching cost"; LU's Octel is #1 with businesses, but not with Telecos; marketplace is huge and exploding; purchase of Boston Tech makes total sense because they are wireline, which CMVT didn't have; Company owns between 800,000 and 1.1 Mil "Short Interest Shares"; I personally switched my phone service from "call waiting" to "message line" with "call-forwarding -- busy" and "call forwarding -- no answer" (I'll explain in next post); excellent R&D prospects. (Sources: Company, Microsoft Investor, Zacks, AOL and IMO)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext