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Technology Stocks : Comverse Technology -- Ignore unavailable to you. Want to Upgrade?

To: Beltropolis Boy who wrote (785)	7/16/1999 3:24:00 PM
From: Mark Ambrose	Read Replies (1) \| Respond to of 1331

Wasn't 'Newman' the mailman character on the Seinfeld TV series? "Hello, NEWMAN." ;-) ===== fwiw ... haven't heard of these folks. ----- Comverse Tech Reiterated 'Buy' at Ladenburg Thalmann Bloomberg News July 15, 1999, 5:23 a.m. PT Princeton, New Jersey, July 15 (Bloomberg Data) -- Comverse Technology Inc. (CMVT US) was reiterated ''buy'' by analyst Donald H. Newman at Ladenburg Thalmann & Co. The 12-month target price is $90.00 per share.

To: Beltropolis Boy who wrote (785)	7/20/1999 2:59:00 PM
From: NotNeiderhoffer	Read Replies (5) \| Respond to of 1331

CM, It might just be coincidence but LU has really fallen apart since they announced that big promotion for Verwaayan. ------------------ Apparently CNBC ran a piece yesterday about Kobi-Wan selling more stock. I have probably been on the other side of his 144 sales at times in the past and can only say: Thanks Paul Baker's barnstorming trip has been generally well received and will likely outdraw Springsteen's summer tour. Not much to report but any spinoffs might be at least 6-9 months away and any future acquisitions will likely be small in terms of acquired revenue (under $100 million or so) which should take away some of the risk of "integration issues" taking the stock down 15 points if a deal is announced. After all, we know Kobi we never do a big ugly dilutive deal... right Kobi? lemme see NICE is at about a $100 million revenue run rate.... aw never mind For those of you who love to build regression models in your spare time, the company is saying that demand for comverse's products is more correlated with inbound phone traffic than overall traffic growth or subscriber growth. I am indebted to the good folks at First Analysis who have provided yours truly with much in the way of value added research over the past few years. You might not of heard of FA but pound for pound they are among the best on the street. Good work guys! NotsureiftodaycouldgetanyuglierNeiderhoffer