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

To: Herschel Rubin who wrote (1721)	4/18/2000 6:20:00 PM
From: Herschel Rubin	Respond to of 2018

The Conference Call Replay number is: 1-800-633-8284 Code #14644657 Yes, it is 0.13 pro-forma operating EPS. Analysts generally don't penalize a company for the writeoff of the in-process R&D expense for the acquisition of PaknetX. Excellent conference call! I like the $50 Million e-BSP company venture fund. They might be trying to fashion themselves as a CMGI of eCRM by incubating companies with synergistic potential. I also like the fact that this quarter they had numerous wins over CSCO, NT, LU, Geotel, Genesys, Quintus, Interactive Intelligence. Beatriz mentioned [I'm paraphrasing here] that if their sales people essentally have fair access to the right people in an organization, "we have no competition" and they usually win "hands down". Also interesting was Beatriz's comment that even though ASPT's portal product didn't exist 9 months ago, now they generated $24 million this quarter in license revenues. She compared this to the combined revenues of KANA, eGain, and _____ (I didn't catch the third company) of ONLY $12 Million. Unlike these others, ASPT is profitable, has cash, and has a list of Sterling customers from years of doing ACD business with them. That was an excellent comparison as these DOT Coms command such high share prices (or at least did until every stock in the universe got pummeled recently, but still are probably trading at higher PE's than ASPT). Anyhow, the obvious implication from Beatriz's comparison is that ASPT shares should be valued way, way more than the market is currently assigning to them. In summary, I really got the impression this is an excellent company to be in for the next few years. I expect them to OWN the eCRM space.