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

To: NotNeiderhoffer who wrote (1035)	3/2/2000 3:29:00 PM
From: Beltropolis Boy	Respond to of 1331

Calling Party Prepays, NN? re: GEMS, i thought they switched their ticker to COAL ... ? as a friend is wont to say, i wouldn't touch that stock with a ten-foot Pole! or an 11-foot Armenian! wall street sure loves a 10% housecleaning off the top. now Corsair, that looked kinda interesting until i pulled up a YTD (read: two-month) chart. $7 to $30?!? that's off the hook, Boiler Room boy! (did you catch Law & Order last night?) ok, so i know these aren't exactly reccos, but gimme your lowdown on PrePay (and PhoneFuel while you're at it). i'm not dense enough to miss CAIR's mistersofty-like gross margins in the latest quarter: 96.3% from 92.3% in software which expanded overall GMs to 68% from 62%. and that's with legacy hardware GMs sliding a hefty 800 basis points (44.7% to 36.7%). Yahoo! tells me that YoY revenue comparison isn't what it seems either. FY99 at $66.2M versus $65.2M in FY98, yet the latter figure include sales from some legacy division they sold off. backing out this figure puts FY98 sales at $53M for 25% YoY growth. granted, no Phone.com, but respectable. you got a FY00 revenue estimate? NotgonnabitebutiwillbeinterestedintheirfirstquarterearningsCM