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Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.240

-4.3%

3:59 PM EST

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To: Analog Kid who wrote (108)	1/24/2001 12:39:50 AM
From: trilobyte	Read Replies (4) of 229

Hi Analog Kid, I believe a royalty stream was not mentioned during the AUDC CC. If I understood correctly, they actually mentioned that their biggest competition actually came from in house development at some of the big players... Their biggest customer was Clarent --39% of sales. That tells you how bad NMSS performed this last quarter, as they didn't reach 10% of their sales to Clarent (if I remember correctly) Trilobyte OT--concerning DFXI, I have followed the company since 1996 and can assure you that during all this time the management has performed outstandingly... and by the way, DFXI is NOT a one trick pony anymore. Sales of Nautilus fitness products are growing very rapidly and they are finding strong acceptance for their sleep systems (beds!). You will believe the numbers if you study the DFXI study more carefully...

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