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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (26740)	3/19/1998 8:17:00 AM
From: geewiz	Read Replies (1) of 132070

Hi Mike, I do my own work and am not requesting your opinion on this equity, but if you really like LHSPF why not VCSI? They are just up the highway from you in Dallas. I find a lot to like in the company, although I've found a lot to like in lots of loosers before. Management had the savvy to get out of the fab portion of the business a while back, and have focused on voice recognition in specific categories, such as automotive commands and bank tellers. I'm not too impressed with the platform as a phone directory: call VCSI at 972-726-1200 and request investor relations - it didn't work for me! most likely that cheesy Wisconsin accent! From my pedestrian view of the financials I liked what I found enough to pick up a quarter of a percent of the outstanding on the recent decline to $3. By the way Mike, what's a couple of the twenty questions you ask?? I can only come up with the obvious like competition and write-offs and institutional holders..... And one of my favorite reasons to like VCSI is the SI thread is almost obscure....great measure of a sleeper.... And Bay is up two bucks on diminished earnings outlook... best, art

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