VocalTec (VOCL) Message Board

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Technology Stocks : VocalTec (VOCL)

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To: Don Walster who wrote (1545)	6/15/1998 12:36:00 PM
From: shlomi cohen	Read Replies (3) of 2349

Hi Don, Sorry for answering late. Spoke,today, with Yahal the CFO. He says the main reason for the disaster in the stock price is (beside market correction) one analyst (from Raymond James, I think ) that found sales problems in NETSPEAK and decided to come with a report that all the industry is in problems. This analyst recommended ntspk at $33 as strong buy and he felt frustrated and decided that it is industry problem. Yahal did not say anything about the Q2 sales but my feeling is that voclf is in line on planes and we have to expect good news and good second half.(tenders results and DT orders). He said that only during the last 2 weeks of the Q he knows how was the Q but I got the feeling they have no problems. The news with LU will give potential customers some secure that they can buy now from voclf and later if something wrong with this small vendor they can go to LU. I also have great confidence in the relation with ECI that give them good backup in doing business with telecoms. With 5$ cash at hand I think we are way way undervalue. Shlomi.

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