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Technology Stocks : VocalTec (VOCL)

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To: Ted Downs who wrote (1023)	1/1/1998 8:13:00 PM
From: STK1	Read Replies (2) of 2349

Ted We will start with Real Switched TELCO Customers. (DT)-(Telcom New Zealand)-(Motorola)-(Dacom)-(Telcom Finland)-(Cable&Wireless). ITSPS and OEMs Compaq will sell VOCLF to ISP's who are buying their EQ through the RainMaker Partnership Program--OEM relationship's include IBM--US Robotics,Compuserve Clients/AOL Net customers--Prodigy--NetCom Earthlink-Executone-BIZtran-WIN-Access Power-Delta Three Halidon-NetTel-PacificNet-UniCom Tel-Escort and others. ITXC will offer for discount Vocaltec products as the market will accept for 2 qtrs in 98 to its ITSP's clients.iPass another clearing house will support Voclf for settlement also.The only two REAL clearing houses for ITSP's ITXC and iPass are both fairly commited to VOCLF and of course vise versa.This is a lot to digest and see the expansion possible with just these relationships.Telcom New Zealand is the first Australasia comp to offer VoIp--this region is theirs internally and internationally.Finland is integerating voclf into their TF-Media Phone with a mulitude of multimedia,A position Voclf is Moving to Rapidly.Dacom is South Korea's #2 LD carrier and has a 1 year agreement to install and distribute all VOCLF's product. The OEM's of course are major domestic players. EST GROSS PROFIT: 97--14,000,000 98--27,384,000 99--40,462,000 00--58,427,000 GROWTH RATE in Profit 97--93% 98--96% 99--48% 00--44% 98---10% with DEC at even 99---7% 00---13% This is net margin ratios They predicted profitability 4th qtr 98 but With more growth then what is shown here My Analyst thinks that could be much earlier particularly with the DT deal.If DT books EQ early like they say IE 1st QTR 98 it won't take much to get profitable considering an influx of 33 mil by end 99 =~4 mil a qtr. EPS == 97--(.99) but you know this is already beat 98--(.30) not likely more like (.05) 99--+.30 00--+.80 H&Q's report is a better picture then this.They predicted profitability 4th qtr befor the DT deal. I think the important thing is to realize this industry is still in its infancy expected to grow to 1 bil a year by 2000 and VOCLF is the #1 leader in the Client and gateway sectors. With 2 STRONG BUYS 2 BUYS and a 12 mnth price target of 28 any new affiliations and deals are going to put it over 30 again real fast.

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