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Technology Stocks : Artisoft (ASFT) Sleeper about to wake? -- Ignore unavailable to you. Want to Upgrade?

To: trouvaille who wrote (587)	3/27/1998 10:05:00 AM
From: raefon	Read Replies (1) \| Respond to of 810

Hello Trouvaille, I am still researching Medley97. I am still shocked that these guys were able to attract $30mm in VC money. Here is what I have found. The product won best of Comdex. Sales appear to be minimal at best. The company has talked to ASFT over the last twelve months, likely with interest in their VARs. The product has no distribution. Japanese customers are having problems because of the "pooling features" all or most users must have systems "on" and this represents a problem for their Japanese customers. I have talked to a couple engineers and the ASFT Lantastic product still appears to be a much better product. It also appears likely that Mango has several other products coming in the near future. NT product way behind schedule. In short decent product, no distribution, limited opportunities in traditional marketplace. I have an engineer who will be testing the product. I'll send you additional feedback privately. What I find most interesting is if ASFT is trading at a $35mm Cap with cash of $19MM, maybe Lantastic would be worth more with their distribution and VAR relationships. I still feel your research efforts are better spent on the CTI business. IMHO the Stylus division alone is worth more than the current capitalization. CTI is the future of ASFT.