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Technology Stocks : Active Voice NASDAQ:ACVC

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To: Jack Hartmann who wrote (103)6/19/2000 6:23:00 AM
From: Arik T.G.   of 146
 
Thanks for the notes, Jack. Very thorough.
UM looks promising.

>> 14% of rev is Unity, mostly Siemens #1
That's only $1.8 Million. The market just starting for this product.

>> 10,650,000 shares exercised in the quarter

Is # of shares out going to be significantly increased by ees options?

What's your impression of the management (reliable, flexible, hungry)?

>> Hope to announce first Fortune 50 user by end of next quarter

Not much time left.

At one point something times sales and less then 2 times book, it doesn't look like theres much downside left, and upside mostly depends on Unity. Looks like a buy to me.

ATG
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