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Technology Stocks : ACT NETWORKS

ANET 130.99

-1.1%

Dec 31 3:59 PM EST

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To: Brett Behm who wrote (2128)	11/26/1997 9:32:00 AM
From: Oscar	Read Replies (1) of 2326

"Oscar, I'm curious.. What do you think will happen to ACT for the next calendar year. You mentioned before, that the company really didn't have any good IP talent, they all left. Who were those people? Another question I have is why don't more US companies buy ACT products? You seem to think the Korean order is pretty positive. If $2M is considered big, what is the typical sales order worth?" I am not bullish on the next calendar year. I don't think I ever said that IP talent left ACT. Nonetheless, their core strengths (voice) are not well-manned, i.e. not many people. US companies do buy ACT products (1/4 to 1/3 sales are domestic) but the availability of low-cost long distance rates domestically makes the VOFR pitch a more difficult proposition. I'm sure Melvin Flowers, CFO at ACT can tell you what a typical order size is. I liked the $2M order from NACF for various reasons. It is a strategic account win (IMO) and one that the chief competitors (Memotec and Motorola) were bidding on and lost. Oscar

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