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

To: Asymmetric who wrote (77)	12/5/2000 9:16:22 PM
From: trilobyte	Read Replies (1) \| Respond to of 229

Hi Peter, thanks for your input on AUDC. I've been reading all I could find on this one and haven't found anything bad on it other than it has just been following NSMM. The fact the company didn't issue any news following NSMM disaster today is a good sign. If bad results were coming, they would now be obliged to warn otherwise investors would claim they held back info that was available to others. Otherwise, how could one explain the drop down to 12$? Trilobyte. p.s. I'll report back if I dig up something more. In the meantime, I'm crossing my fingers that today is the bottom.

To: Asymmetric who wrote (77)	12/5/2000 9:17:49 PM
From: trilobyte	Read Replies (2) \| Respond to of 229

here's what AUDC said in their last cc concerning NSMM: Question: On the competitive front, can you talk a b little bit about where, if anywhere, you're seeing Natural Microsystems? Is it becoming more competitive, less competitive, or in what areas do you see them most? Shabtai Adlersberg: Natural Microsystems is, of course, very strong and entrenched in the single link areas, telephony spaces. Think it's a company that's in the market since the middle of the '80s, so many accounts already entrenched in. We have not seen them coming to our performance in terms of the voiceover IT processing. When you talk about voiceover IT processing, you need to combine density, power consumption, cost per channel, various other factors. And I think, all in all, if you take all of those into account, you'll find out that most of the leading vendors in the high density area have chosen us, rather than our competition.