audiocodes ltd. (AUDC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : audiocodes ltd. (AUDC)

AUDC 9.660

+3.6%

Nov 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Arik T.G. who wrote (135)	4/11/2001 12:27:57 AM
From: Analog Kid	Read Replies (1) of 229

Thanks. Actually their warning was not that bad - similar to AudioCodes in magnitude. And the 1/2 of their business involved in software development tools appears to be healthy, it's their products side that is hurting, similar to everybody else. Anyway, I think they have similar potential to AUDC, possibly even more, in that their software tools constitute a "platform" for developing VoIP software that probably has a substantial degree of "lock-in" - not sure if AUDC chips lock in customers or if it's easy for customers to switch from AUDC chips to a competitor's such as Telogy. AK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next