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

To: NotNeiderhoffer who wrote (1218)	8/30/2000 3:33:45 PM
From: Mark Ambrose	Read Replies (1) \| Respond to of 1331

We're sorry, All of our customer service representatives are currently busy handling other calls. Please stay on the line, you will be connected with the first available operator. Your call is important to us, so please continue to hold. Do not hang-up. Your call will be answered in the order it was received. We're sorry ... ------------------------------------------------------------ "... I am in line to talk to paul baker. You have to take a number like at Baskin Robbins and I am holding #42, which means we should chat by noon on friday if Janus does not hog his time."

To: NotNeiderhoffer who wrote (1218)	12/1/2000 10:40:48 AM
From: Beltropolis Boy	Respond to of 1331

>There is never a conference call and I am in line to talk to paul baker. You have to take a number like at Baskin Robbins and I am holding #42, which means we should chat by noon on friday if Janus does not hog his time.< yo, Neidermeyer. is this how you convinced Kobi to finally hold a CC? 192.41.19.35 you'd think this wouldn't be new news for a company that touts itself as having the largest market share in enhanced services, bwtfdik. NotgonnagetinatiffoveryounotmeetingmeatCibarbackinaugust,bitchBB ----- CSFB Tech Daily Thursday, December 1, 2000 Comverse Technology (CMVT - $86.19 – Cap $14.8B Buy) Susan Passoni Comments From CSFB Tech Conference & 3Q00 Earnings Preview FY00E $1.43, FY01E $1.70 * CMVT remains well positioned to serve communications carriers worldwide to be effective competitors through a broad range of products for enhanced services. With wireless as its dominant market, CMVT is ready to exploit the emerging market for the mobile internet with products that include location based services, m-commerce, wireless instant messaging and IP call waiting. * CMVT will report 3Q00 earnings on Tuesday, December 5 after the close. There will be a conference call at 5PM EST, dial in number TBA. * We expect CMVT to report a 29% gain in EPS to $0.36 on topline growth of 30% to $304 MM from $233 MM. Operating income is expected to reach $61 MM, up from $45 MM last year, an increase of 37% on increasing margins of 20.2% versus 19.3%. * During the quarter, CMVT had several important developments, including the completion of its acquisition of eXaLink, which has developed a router-based mobile Internet gateway that is technology agnostic and capable of supporting both WAP and iMode. In addition, the company released a variety of intelligent network products, such as mobile number portability and Tel@Go 2.0, which should be increasingly vital to carriers looking to differentiate their product offerings. * The company’s model offers investors a high level of visibility, with over 85% of its business coming from existing customers. CMVT has either met or exceeded Street expectations for 25 straight quarters * With a $125 price target based on a sum of the parts multiple of revenues, we feel that CMVT offers excellent upside potential and we would use recent weakness to build positions.