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Technology Stocks : Genesys Telecommunications (GCTI)
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To: megazoo who wrote (79)4/17/1998 1:50:00 AM
From: Clam Clam  Read Replies (2) of 220
 
Well, the stock is expensive - no two ways about that. It also doesn't trade very efficiently due to the lack of float. It had overhead resistance and it just had a good move to the high 30's. The company has distanced itself from the competition and is clearly the blue-chip play in the CTI space. 19% sequential growth in the March quarter is probably the best in enterprise software this year. It puts them solidly in hypergrowth for 1998 with good visibility. The quarter was an excellent one. I am overweighted big-time with the appreciation but I would buy more on sustained weakness. No risk to missing June qtr.

Lehman is using a 12 to 18 month price target of $62. Goldman's got it on their recommended list and top aggressive growth pick. The stock might need to rest but interest is growing in this space. I target a good increase from the mid-$30's by year-end with the chance at a big winner if hypergrowth continues for a while.

re. the comparison to Clarify and Scopus, both of them stumbled at lower revenue levels. GCTI's growth is solidly in-tact. Competition here is nothing like the CIS space. GCTI looks like an excellent stock to hold for the forseeable future. Geotel might be worth a look as well. Will have to do some more work there.
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