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Technology Stocks : Dialogic ready to soar, funds buying
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To: Jay M. Harris who wrote (533)1/20/1998 7:30:00 PM
From: Jay M. Harris  Read Replies (2) of 674
 
To the board, notice the pacific rim push out? This process is just beginning IMO.

Computer telephony products company Natural Microsystems (Nasdaq: NMSS) dropped $4 13/32 to $39 1/8 after reporting better-than-expected Q4 EPS of $0.26 (before charges for an acquisition), up 30% from last year on a 39% increase in revenue. Analyst Herbert Tinger at First Albany pointed out that the company's revenue growth was a little light, with about $1 million in revenues pushed out from Asian customers taking a pause in deliveries. That didn't hurt the bottom line, though, as gross margins were boosted by royalty revenues. Without these components, the company pretty much hit its $0.24 EPS bogey for the quarter, which it has hit each quarter since coming public in early 1994. Tinger says Natural Microsystems has the best management team of the companies he covers and is one of his top four investment ideas. With INMnternet protocol telephony components making up 20% of its revenue stream, up from nil in the fourth quarter last year, Natural is also in the right place as far as telecom and datacom equipment go. Though Tinger says he wouldn't be surprised by some multiple compression on the valuation of the company, its design win pipeline is excellent and original equipment manufacturer (OEM) deals with companies other than its premier OEM customer, Lucent (NYSE: LU), are a good possibility.

Good Luck,

Jay
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