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Technology Stocks : VocalTec (VOCL)
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To: Don Walster who wrote (1407)5/6/1998 12:08:00 PM
From: STK1  Read Replies (1) of 2349
 
Don How are you? I am puzzled about the softness also.I think the stage is being set for a shake rattle and roll.The market has cooled
thus the stock is finding more selling as happens with voclf.Some of the others are also being sold off.I suspect that the news of the forth comming qts is not enough to keep it up now.It always seems to rise to a good announcement and with the company working on sales with a long lead time the 3rd and 4th are the qtrs that they say will produce sales from these pending deals.I would think that DT has some
more interest in voclf and is preparing to go into this thing deeper.The companies hush hush ness is quite normal and is needed.It will spike the stock up when we get a big deal and can come back to a close profit figure.I here things about shake out and small fry falling down and the service provider side being stronger then the gateway side and wonder who will buy us out if and when the time comes.Dt has 21% and I would not think that they would let it go or that the company would go into another stock agreement with a competitor.This leaves an interesting senerio.AS long as we keep building market share and companies like accr keep expanding I would think that we could hold our own in that area.The higher end eq being developed with the isreali company will offer DT and others a good alternative to the competition.It needs to come out soon and I assume it is being pushed up in developement.We still have come a long way and the future holds some untold truths about VOIP that many companies will soon be learning.IT SAVES MONEY and nobody knows that more then the telcos.See ya .Charles
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