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Technology Stocks : audiocodes ltd. (AUDC)
AUDC 9.660+3.6%Nov 5 3:59 PM EST

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To: Jay King who wrote (148)10/2/2001 10:22:40 AM
From: Arik T.G.  Read Replies (1) of 229
 
>>...faith network operators are converting to packet switching...

Currently there's still bandwidth to spare, but VoP is more efficient and will ultimately carry most voice traffic over the net, as the net itself will eventually become a data net (based on packet) and voice (analog) network will be the historic part. So it won't happen in 5 years. Say it will take 20-25 years. But it will happen.

>> ...and that AudioCodes is a true player in that game.

They are still in the lead. Plenty of cash and the better technology.

>>NMSS as competition for AUDC?

AUDC management kept declaring over and over that NMSS is not a true competition. Still AUDC got hit last year each time NMSS had a misfortune.

ATG
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