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Technology Stocks : Comverse Technology
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To: Mark Ambrose who wrote (1162)6/15/2000 1:14:00 AM
From: NotNeiderhoffer  Read Replies (1) of 1331
 
MA,

Paul Baker rocked the Oppenheimer conference harder than Springsteen rocked the Garden. It is late and i am tired so you only get three bullet points:

1) Earnings visibility is the best it has ever been. Of course, Truth be told their earnings are totally managed. They can accurately forecast end user demand with their service provider customers and know when they need to add capacity,ie. add additional mailboxes. The chances of them missing a number this year or next are about as high as hearing Trader Dave praise sell-side research.

2) The company is doing a reasonably good job spinning yours truly that they are a wireless data play. We will take the multiple expansion that comes with that and agree that the company faces tremendous opportunities to cross-sell various enhanced services and continue to accelerate top line growth.

3) Kobi bought a basketball team in Tel Aviv that might eventually join the NBA. No chance they will dethrone Shaq any time soon.

stillNottakingtheHicksovertheKnicksNeiderhoffer
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