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Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.240

-4.3%

Nov 6 3:59 PM EST

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To: trilobyte who wrote (98)	1/19/2001 2:27:25 AM
From: Jay King	Read Replies (2) of 229

trilobyte, The market is saying it thinks AUDC has a better chance of winning the Voice over Packet Card market. NMSS showed weakness, and AUDC showed strength. The market cap rankings are: AUDC $603 M NMSS $346 M Over the next few quarters, keep an eye on how these market caps compare. If AUDC continues to distance themselves, then they will likely dominate the VoP Card market. Note that VoP is a very, very, young market and it is too early to declare winners and losers right now. However, it is safe to say that Brooktrout.... BRKT $ 106 M ....has an up-hill battle to claim the #1 spot. My strategy right now is own both AUDC and NMSS and watch what happens. If a winner emerges, put new money into the winner and sell the loser. A wild card is SBSE, which is less of pure player but VERY STRONG in VoP Cards. There can only be one #1, and that is only type of company that belongs in your portfolio long term. -Jay

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