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Technology Stocks : Genesys Telecommunications (GCTI) -- Ignore unavailable to you. Want to Upgrade?

To: megazoo who wrote (79)	3/24/1998 12:00:00 PM
From: SCOTT SMITH	Read Replies (1) \| Respond to of 220

Hi, Genesys just took over an Internet intergrator, called Adante, they have been in business since 1987. The future of companies interfacing with customers depends upon know your customer and why the are calling before you answer the call. To do this you need to somehow ID what customer is calling and to best route them to sales, service, collections etc. Genesys links up to the coporate lan and the telephone system or acd links up to T server and from there you write various applications to learn the identity of the caller and look up account or database information and bring it to the person who answers the call. Genesys to me works best in call center type environments. Most large companies have them across the USA. Genesys connects via a CTI link to these telephone or Automatic Call Distributor systems(acd). Future enhancements are see coming will have to be multi media, both on the Internet and off, ability to see the company representative on the Internet, respond with text and audio and should all be on one telephone line, shortly. Some other new telephone companies will begin to offer these types of services. Genesys as it connects to other locations in same company can link itself to an outsourcer or be able to merge with another company very quickly. This is the real potential in the arena of mergers and take overs. These new services are not a nice to have, but will become a MUST. Scott, Hope this gives you a favor of Genesys

To: megazoo who wrote (79)	4/4/1998 11:27:00 AM
From: TheRainmaker	Read Replies (1) \| Respond to of 220

Does your company have any Genesys working at the desktop? I'd be interested to learn if they have a workflow solution using industry standards TAPI or TSAPI. Thanks Tim

To: megazoo who wrote (79)	4/17/1998 1:50:00 AM
From: Clam Clam	Read Replies (2) \| Respond to of 220

Well, the stock is expensive - no two ways about that. It also doesn't trade very efficiently due to the lack of float. It had overhead resistance and it just had a good move to the high 30's. The company has distanced itself from the competition and is clearly the blue-chip play in the CTI space. 19% sequential growth in the March quarter is probably the best in enterprise software this year. It puts them solidly in hypergrowth for 1998 with good visibility. The quarter was an excellent one. I am overweighted big-time with the appreciation but I would buy more on sustained weakness. No risk to missing June qtr. Lehman is using a 12 to 18 month price target of $62. Goldman's got it on their recommended list and top aggressive growth pick. The stock might need to rest but interest is growing in this space. I target a good increase from the mid-$30's by year-end with the chance at a big winner if hypergrowth continues for a while. re. the comparison to Clarify and Scopus, both of them stumbled at lower revenue levels. GCTI's growth is solidly in-tact. Competition here is nothing like the CIS space. GCTI looks like an excellent stock to hold for the forseeable future. Geotel might be worth a look as well. Will have to do some more work there.