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Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.240

-4.3%

3:59 PM EST

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To: Herschel Rubin who wrote (121)	3/29/2001 4:38:52 AM
From: Arik T.G.	Read Replies (1) of 229

>>Capital spending on VoIP is not slowing down. If you can support this claim with hard data I would be buying AUDC with both hands even at $12. If you're right the good scenario is at work meaning Q1 drop in sales is all that's needed to correct the overstocking at AUDC clients. In this case AUDC sales will quickly recover and the second half of 2001 should meet or beat the second half of 2000. It means AUDC that at $360 Million market cap this company is trading around X14 2001 earnings and around X10 2002 earning. If more people shared your view AUDC would have already be trading for $25. I guess more analysts shared this view a few months ago, before AUDC released their lowered guidance. Hope you'll eventually be right. ATG

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