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Technology Stocks : Videoconferencing

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To: Sam Pantel who wrote (29)	12/14/1996 10:36:00 AM
From: Christine Traut	of 239

Sam: I already own a substantial amount of VTEL at an average price around 11. I've also got CLIX and am looking at picking up some PCTL (any advice on a good price for same from this board would be appreciated). There are two ways to look at the traditional videoconferencing (H.320) companies and market. Number one: Intel is coming, Intel is coming - can you say burnt toast? Number two: People will get videoconferncing, people will get videoconferencing, cake for everyone. I am of the second opinion. So I'm buying a basket. VTEL's strengths are vertical market relationships and Intel investment. I'd be happy to get to 20. It doesn't seem to want to go much below 9. CLIX is doing a lot with government - and I'll bet Clinton and Gore are going to come up with some big wire education plan. I don't know a thing on this, BTW, I'm just hunching. CLIX is probably the diceiest financially, but what the heck, I'm a gambler. PictureTel has far and away the best management - they are like terriers and great at handling the Street. They could also have a double on the upside - institutions like them. But hey, I admire anyone who has the guts to consider buying stocks in this market. Good luck.

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