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Technology Stocks : Aspect Telecommunications (ASPT) -- Ignore unavailable to you. Want to Upgrade?

To: JAPG who wrote (1403)	8/19/1999 9:59:00 AM
From: JAPG	Respond to of 2018

Q3 consensus earnings estimate can be beaten The EPS consensus estimate for Q3 is -0.17. I have been working the numbers and IMHO this consensus can be beaten. Let me explain: An increase in product sales above 12% from Q2-99 will beat the EPS consensus estimate. Assuming the following: - 0% increase in customer support revenue vs. Q2-99 - Same product and customer support margins as for Q2-99 - Same operational expenses as for Q2-99 Remember that product revenue grew 26% in Q2-99 vs. Q1-99. I believe that, with the latent demand in the installed base for the CRM portal,ASPT should grow better than 12% in product revenue growth for Q3-99. It is key for Q3 to keep costs in check!!! This is just my opinion. Make your own DD before making an investment decission of any kind. Regards JAPG

To: JAPG who wrote (1403)	8/25/1999 7:20:00 AM
From: JAPG	Read Replies (1) \| Respond to of 2018

Well, IMHO the appointment of a Senior VP of Corporate Communications signifies the end of the STEALTH phase: 1. ASPT has managed to hire a Top gun 2. A person like Carol B. would not take a position like this, if it was not for doing something big! We should expect to get into high gear within a month and real results in Q4. I would like to believe that this forms part of a well laid out plan: Phase 1: Keep a low profile, develop new set of products, turn around the organization, while living off existing installed base and products. Phase 2: When new products are available, key customer references attained, service/instalation capacity in place, then: turn into high gear and very active PR and Marketing phase. Which we should be entering very soon! Any opinions?, I welcome any disagreements!! JAPG