audiocodes ltd. (AUDC) Message Board

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Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.240

-4.3%

3:59 PM EST

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To: Jay King who wrote (106)	1/23/2001 8:08:48 PM
From: trilobyte	Read Replies (1) of 229

Hi Jay, the market cap difference is well justified in my opinion. Whereas NMSS business is stalling, AUDC business continues to grow, even in a tougher environment. I listened to their CC this afternoon and it was generally very positive. I was particularly impressed by their strength at big customers (Clarent, CSCO, etc.). The only weakness they saw came from the 3rd tier companies that had a little more trouble raising capital in Q4. Based on this call, I can understand why there was massive buying all day. Only the people who didn't do their homework and had a knee-jerk reactions to the very slightly reduced guidance sold. Crazy bunch: guidance for next year is 73cts/share and in my opinion should be exceeded. At 14$ this morning that's only p.e. of 20 even though the company forecasts growth in the 30-40% range. Too bad for them. Also announcement of new products to come out soon. Good luck, Trilobyte. p.s. check out my CC notes posted today on another of my longtime holdings: DFXI.

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