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Technology Stocks : Aspect Telecommunications (ASPT)
ASPT 0.00010000.0%Oct 22 9:30 AM EST

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To: corporal spewchunks who wrote (434)10/19/1998 2:03:00 PM
From: Trader Dave  Read Replies (2) of 2018
 
nortstan, not nortel. norstan is a partner of aspt's, nortel is a competitor. i generally ignore all of the bs i hear from competitors unless it's a claim of a major deal win one of my holdings was counting on.

I'm still irritated with aspt's mediocre results. Shouldn't they be will in the middle of a great upgrade cycle with their NT based product? The mediocre results and the cautioius guidance are disconcerting and it doesn't fit with my other pulse points. That's why I didn't sell my entire position, only most of it. (Obviously regretting that decision.)

ASPT should be doing better:

expansion into more complete solutions
entry into the carrier market
release 7 upgrade cycle
rumors of massive german business
boastful confidence at the end of the june quarter
doing a huge convert deal
a reputation as the best management team in the cti space

then they offer norstan big end of quarter discounts
they put up a mediocre quarter at best
they offer cautious guidance

Soimething doesn't line up and I'm not sure I can trust them again. I ask the thread, what gives with these guys?

td
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