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Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.272

+0.5%

Nov 7 9:30 AM EST

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To: tsq who wrote ()	11/11/1999 3:46:00 PM
From: pirate_200	of 229

VoIP company valuations To attempt to get a handle on VoIP company valuations, here is a table of VoIP companies that takes their current market cap and divides by last reported revenue per quarter to create a market cap to quarterly revenue run rate multiplier for comparison [1]: ---- AUDC 19.0M shares x 67 = 1.2B (1.2B/8M=159X) EGHT 18.6M shares x 4.06 = 75M (75M/6.7M=11X) ETEL 8.3M shares x 4.16 = 34M (34M/.158M=218X) CLRN 27.6M shares x 96.75 = 2.7B (2.7B/9.3M=287X) NTOP 47.5M shares x 50 = 2.4B (2.4B/11M=216X) VOCL 11.5M shares x 13.25 = 152M (152M/6.1M=25X) Average Multiplier: (159+11+218+287+216+25)/6 = 153X ---- One could argue that although AUDC is above the average multiplier, they do have some significant upside when compared to companies like Clarent (CLRN) and Net-2-Phone (NTOP). The big question is: who is next to break out in this group? [1] Always do DD and check the math!

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