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Strategies & Market Trends : TATRADER GIZZARD STUDY--Stocks 12.00 or Less..... -- Ignore unavailable to you. Want to Upgrade?

To: Rashid Garuba who wrote (13880)	2/3/2000 1:30:00 PM
From: Rashid Garuba	Read Replies (1) \| Respond to of 59879

Vertel's eORB Software to be Deployed as Part of Compaq's Intelligent Network Server Platform Business Editors WOODLAND HILLS, Calif.--(BUSINESS WIRE)--Feb. 3, 2000--Vertel Corp. (Nasdaq:VRTL), a leading provider of mediation software for telecommunications networks, today announced that its intelligent network agent software (INA), eORB, will be deployed by Compaq Computer Corp. as part of its advanced services framework. The framework will be delivered as part of Compaq's intelligent network servers (INS) running on Microsoft's Windows NT(R) Server. Through this deployment, Compaq plans to embed eORB technology in its INS Application Toolkit and anticipates launching its first eORB-based framework at the end of this quarter. Compaq plans to use the new framework to enable service providers to reduce time-to-market with customized services that can be used across networks across the world. "Working with our strong partner Vertel with its outstanding eORB software allows Compaq to continue its market leadership in service control points and intelligent network platforms," said Michael Capellas, president and chief executive officer of Compaq. "This relationship strengthens and supports our market position in providing key components to telecommunications customers," said Bruce Brown, president and chief executive officer of Vertel. "This is an excellent example of how Vertel's eORB software solutions facilitate the integration of networks to service management components." Note to Editors: For a complete listing of eORB features and capabilities, visit Vertel's Web site at www.vertel.com. About Vertel Vertel is a leading provider of mediation software for telecommunications networks enabling such devices as cellular phones to become an integral, intelligent parts of a company's network topology. The company's pioneering mediation software, eORB(TM), is being adopted by top telecommunications, e-business and manufacturing companies. Vertel offers a variety of technologies and applications, supporting end-to-end network and service management with the highest quality of service for network operations. Vertel's solutions are deployed worldwide by service providers, network operators, software vendors and systems integrators. Vertel also develops turnkey management applications that fit individual customer requirements through its Professional Services Unit. The company is based in Woodland Hills, and has sales offices throughout the world. For more information on Vertel or its products, contact Vertel at 21300 Victory Blvd., Suite 1200, Woodland Hills, Calif. 91367; telephone: 818/227-5735; fax: 818/227-5741 or visit the Vertel Web site at vertel.com. "Safe Harbor" Statements under the Private Securities Litigation Reform Act of 1995: Except for the historical information presented, the matters discussed in this news release are forward-looking statements. These statements should be evaluated together with the many risks and uncertainties that affect our business, including timely and successful development of products and technologies; successful introduction and customer acceptance of new and enhanced products and technologies in existing and new markets; the possibility that delays or difficulties will arise in implementing complex products and technologies and enabling them to work successfully with other complex products and technologies; the possible development and introduction of competitive products and new and alternative technologies; pricing, currency and exchange risks; governmental and regulatory developments affecting Vertel and its customers; the ability to identify, conclude, and integrate acquisitions on a timely basis; the ability to retain and attract key personnel; and other risks and uncertainties detailed from time to time in public disclosure filings with the U.S. Securities and Exchange Commission (SEC) by Vertel, including, but not limited to, the Annual Report on Form 10-K for the year ended Dec. 31, 1998 and the Quarterly Report on Form 10-Q for the quarter ended Sept. 30, 1999. NOTE TO EDITORS: In the product name eORB noted in this news release, there is an asterisk between e and ORB. This symbol may not appear properly in some systems. --30--RJ/la TJJ/la CONTACT: Vertel Corp., Woodland Hills Sandy Christopher, 818/227-5735 sandy-christopher@vertel.com Karin Hollink, 818/227-1478 karin-hollink@vertel.com KEYWORD: CALIFORNIA INDUSTRY KEYWORD: SOFTWARE NETWORKING Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. URL: businesswire.com Feb-03-2000 13:00 GMT Symbols: US;VRTL Source BW

To: Rashid Garuba who wrote (13880)	2/4/2000 12:12:00 AM
From: BCfan	Read Replies (3) \| Respond to of 59879

Rashid, SLNK blew away earnings for Q4 and 1999. I can't believe SLNK has a forward P/E of only 25 and trades at only $12 1/2. Here are some notes from the conference call: 1. 1999 was 57% more than 1998, BUT, more importantly, sequential earnings (i.e. 4Q vs. 3Q) was a full 37% increase, in ONE QUARTER! 2. More reseller agreemnts to be announced soon! 3. Gross margin was 66%, but it is expected with uptick in retail sales that margins will be reduced closer to 60% (what a shame!) 4. Commercial sales were 70% of total 4Q sales. 5. EOY99 cash = $28.5M 6. Share repurchase plan. Total of 1.4M shares repurchased to date BUT only 60,000 in 4Q. An additional amount of 1.1M shares is STILL authorized for repurchase. 7. 500 NEW customers in 99! 8. Nokia and US West were the two largest sales in 4Q but did not exceed 10% in total. 9. 40% of sales in 4Q came from indirectly (i.e. from resellers) and EOY2000 could be as much as 60%. Did I already tell you to expect more new reseller agreements SOON! 10. Siemens reseller revenues were up by 2X in 4Q. 11. International Effort (IMPORTANT) - SLNK will be shown in 8 booths at the Siemens show coming up later this month in Germany. Aren't they the guys who just DOUBLED SLNK sales?? (just wanted to make sure you are paying attention). 12. Gross Margin Pressure - NONE. Competition is actually being reduced. However, with expected increase in retail sales, GM is expected to decline to a lousy 60% :-} 13. NetLink - management was surprised that several "evaluation phase" projects resulted in actual sales in 4Q. Also, they expect that 12 active "evaluation phase" projects will result in sales of $1M/EACH. 14. CIBC, JAnco, H&Q and one other analyst were on CC. IMO, we will see one or more upgrades on SLNK, either as a NEW buy, or raised target price (provided they were listening to what I heard).