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Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.270

-4.0%

11:55 AM EST

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To: Herschel Rubin who wrote (125)	3/30/2001 9:31:58 AM
From: Arik T.G.	Read Replies (1) of 229

Herschel, The article you quote is focused on the new and growing net telephony for the corporate market. IMO this line was under 10% of AUDC revenues in 2000. IPBX for the corporate market looks to me like a good market indeed, and less whimsical then the carriers market. It may take a bigger portion of AUDC sales in 2001, but it won't make the big difference. Q is when and how the carriers will get out of their capex freeze. Here's a quote from same article: >>Of the $775 million in revenue that telecommunications service providers spent on Net telephony equipment last year, Cisco ranked first in market share with 27 percent, followed by Lucent Technologies with 18 percent and Clarent at 13 percent, according to market research firm Synergy Research Group. In the business market, where revenue reached $192.8 million last year, Cisco captured the brunt of the revenue with 62 percent, followed by 3Com with 32 percent. And I guess that in the corporate market the majority on CSCO sales is still routers and not IPBX. ATG

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