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Strategies & Market Trends : Technical analysis for shorts & longs

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To: j g cordes who wrote (17641)	8/20/1998 4:23:00 AM
From: Johnny Canuck	Read Replies (1) of 70211

Jim, Fairly upbeat call on ADCT. A few points that might have an impact on other companies: 1) They are noticing that customers are delaying their payments longer than usual, this includes the RBOC's. Some of this is explained by the recent merger actives, but I am guessing that some of it may be explained by pressure on the margins of the RBOC's effecting cash flow. It is worth keeping an eye on this situation as other companies report next Q. 2) The strongest growth area for ADCT going forward is Europe not North America. This is across all product lines. 3) Toll quality voice over IP is not expected for another 6 months. This is for all companies not just ADCT in mangement's opinion.

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