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Technology Stocks : VTEL: Anyone else follow this?
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To: Yeadon who wrote (910)2/18/1998 11:47:00 PM
From: E_K_S  Read Replies (2) of 1214
 
Hi Yeadon: I noticed some improvement from this report (http://www.infobeat.com/stories/cgi/story.cgi?id=2552969901-8b4).

Notice that although sales are not growing, I believe they have stabilized. The service business now makes up 25% of total revenues up from previous quarters. The margins on the service business are good, now about 30%. R&D expenses have been reduced and I guess I would like to see more $'s spent here. Other operating expenses seem in line.

My real concern is not with VTEL the specific company but with the industry in general. The technology is changing very fast. VTEL's management's plan is unclear to me. The company can not just continue to wait for the market to come to them. I believe they can start to show increased sales if they develop a business plan that grows their service sales business.

VTEL may even want to explore other new markets in the telecommunication industry. Perhaps a division that develops products for the Internet for both corporate and small business accounts. There are many profitable opportunities out there. I hope our management is exploring some of them.

EKS

P.S. It looks like our company is already showing their leadership with five new directors (http://biz.yahoo.com/prnews/980218/tx_vtel_pe_1.html)

...I do like the names and experience...especially Gary Alt, senior director networking systems. Hope we see a deal with XYLAN.
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