Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : audiocodes ltd. (AUDC) -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (70)	8/3/2000 12:44:22 PM
From: Beltropolis Boy	Read Replies (2) \| Respond to of 229

>erratic behavior of the market? At least the recent quarterly results hardly could be better. Where is the sense?< taro: combine 1 part volatility and 1 part largest customer (Clarent) reporting "somewhat disappointing" earnings ... and viola! last week, CLRN indicated stronger than expected pricing pressure (25%) and rising inventories. this may be trivial, however, cuz according to one bucket shop: pricing is contractually set and based on volume, and CLRN operates at 60% gross margins and has little leverage in renegotiating prices. furthermore, visibility is solid with 80+% of Q3 booked. finally, sales to Alcatel, Cisco, LUzer, Nortel and Siemens continue to grow as a percentage of revs and could offset slowing at CLRN.