To: B.K. Ohneis who wrote (1166 ) 3/20/1998 7:21:00 PM From: elk Read Replies (1) | Respond to
BK, I think it is something along the lines of there has been excellent news and the stock hasn't moved. Its disappointing, in the short term, but long term, the lack of reaction really doesn't matter. With several of the moves, such as the acquistion of Radlinx for their Fax/Email capabilities, they are taking the necessary steps to ensure that the will have equal capability of the competition. Also by bringing these additional features into their product line now, they would make a more attractive target for a takeover, though I haven't heard much of anything about that occuring. As for DT's announcement that they would roll out in the fall, that should have generated more movement than it did, IMO, but perhaps investors are taking a bit of a wait and see approach about the actual revenue walking in the door. If that is the case, then these prices are going to look very good come September. Other than increasing revenue, the most important thing for VOCLF to do is to keep forming alliances with as many key companies as possible. They have been partnering with a number of industry leaders and that will prove more important than revenue for the longevity and rise of the share price. I actually think that in the long term VocalTec shareholders would be better served by not having a quick buyout. In the next two years, when the first rush of IT expansion has slowed, then may be the time to sell, since the increased value would draw a higher price.
