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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (2619)4/4/1998 12:43:00 AM
From: Sal D  Respond to of 29382
 
Sergio MLT is one one of my list heres what I have on it.

Mitel Corporation designs, manufactures and markets systems, sub-systems and microelectronic
components for sale to world markets in the telephony, computer telephony integration and
communications industries. The Company's products include voice communications systems;
public switching systems; network enhancement and gateway products; CTI systems and
applications: client server telecom products; custom silicon wafers, integrated and hybrid circuits,
and optoelectronic devices.

TA first, up 75% since middle of January. End of January it gaped thru its alltime high (9 5/16)(at least going back to 12-1-87)never filled and never looked back.Since march its been trading sidways (12 1/8 - 13 9/16 ) with a very slight upwards trend. During the recent consolidation or rest period volume has decreased. Its using the middle band of the bollingers for support and the bands are getting tighter. Basicaly as I see it were in a rest period how long the sideways movement will continue and witch way shes going to go is not known but IMO its next major move should be up. Not real conclusive but it has just compleated a big move.

Now for some FA?
Institutions own only 7.05%
Insiders only .03%

9 months ending 12/26/97
Revenues Geographic
48% US
30% Europe
15% Other
7% Canada
By Product
66% Buisness Comm. Systems
34% Semiconductors

12/96 12/97
365m 421m Revenues
45m 62m Operating Income
28m 46m Net Income
.24 .41 EPS

2 Strong Buys
2 Moderate Buys

EPS
1997 .07 .09 .07 .08 .31
1998 .12 .15 .15 .18est .56est
1999 .62est

Net Margin 8%
ROE 23%
LT Debt/ Cap 10%
Zacks 39/146 77/211

Some other stuff

KANATA, ONTARIO--(BUSINESS WIRE)--March 3, 1998--(TSE:MLT.) (NYSE:MLT)

Mitel Demonstrates Products and Partnership Initiatives.

Mitel Corporation, a leader in voice communications technologies, will showcase its
MediaPath(TM) Server, XpressConnect(R) solutions, and CTI-ready PBX portfolio at CT Expo
'98. MediaPath Server and MediaPath for BackOffice Small Business Server enable end-users
and third-party developers to integrate PBX functionality with other voice and data based business
applications on a single SBS or NT server. MediaPath will be demonstrated with a sampling of
value-added applications from leading developers, including Optus Software (booth No. 1442),
PIKA Technologies (booth No. 751) and Ryan Technologies (booth No. 551). MediaPath for
SBS will also be demonstrated at Microsoft (booth No. 1911) and at Ingram Micro (booth No.
1558). Ingram Micro will also demonstrate XpressConnect, an ISDN-based remote access
solution that brings the functionality of a corporation's PBX to off-premise workers. CT Expo will
be held from March 3-5, 1998, at the Los Angeles Convention Center in Los Angeles, California.

MediaPath -- An Open Communications Platform

MediaPath Server is one of the first pre-configured computer telephony solutions available through
mainstream distribution. Designed specifically for the needs of small business and workgroups of
up to 96 users, MediaPath Server integrates computer and telecommunications features on one
convenient, affordable and reliable platform.

MediaPath for BackOffice Small Business Server provides organizations with 25 or fewer PCs
traditional telephony functionality optimized for small businesses.

Both solutions help users organize, process and manage the constant flow of telephone and
computer communications effectively and efficiently. Examples of third-party applications include
voice mail, unified messaging, informal call centers, web-based telephony integration, and video
conferencing.

XpressConnect

Gandalf, Mitel's new remote access division, will demonstrate XpressConnect, an off-premise link
extender which allows a PBX line to be extended to a remote location via ISDN. With
XpressConnect PBX extension technology, access to the corporate LAN and the corporate PBX
can be delivered through the same access device. This fully integrated and transparent voice and
data architecture, XpressAnywhere, provides a unique difference in remote access.

Application Development

Through Mitel's Global Developer's Network, Mitel has formed strategic alliances to create the
custom applications that will allow MediaPath Server to deliver its full potential.

Following are the application developers working with MediaPath Server's open, standards-based
environment (Windows Open System Architecture APIs, NT, and BackOffice) to create
communications solutions for a variety of business needs.

Optus Software, Inc. demonstrates FACSys for MediaPath. FACSys enables the integration of
email, voicemail, groupware, imaging and database resources into powerful business solutions that
boost productivity and produce maximum value from corporate information assets.

Ryan Technologies' products enable small offices to integrate a flexible combination of features
such as voice communication, the network and computer telephony.

PIKA's AllOnBoard architecture allows a single module to simultaneously support voice, fax,
caller ID, conferencing, speech recognition and text to speech. Providing all these features on a
single card is beneficial to the wide variety of applications available on MediaPath.

Tanager's TraxSuite for Mitel's MediaPath makes it easier for a customer service department,
customer help desk, support center or call center employee to be more productive. This
application allows users to provide the best service to customers with features such as auto
attendant, voice menus, automatic call dispatch, integrated email, voice mail, web and Lotus Notes
interfaces, and management reports.

CTI-Ready PBX Portfolio

At Ingram Micro's booth, Mitel's CTI-ready PBX products will be demonstrated with Ingram
Micro's data products. Mitel's PBX products complement Ingram Micro's data products offering
by providing value-added resellers additional voice and telephony integration products. With the
continued convergence of the voice and data markets, this alliance provides Ingram Micro's
computing and telecom VARs access to Mitel's CTI-ready PBX product portfolio.

Speaker Presentation

Mitel will participate on a panel discussion on the subject of migrating voice traffic to the ATM
backbone.

-- "Mitel's MediaPath brings Voice to Windows NT and SBS"

- On Wednesday, March 4 at 3:00 p.m., at the Microsoft Theater, Ricci Brach, Channel
Marketing Manager for Mitel's CT Products Group will discuss how the emergence of CTI has
impacted the business environment.

-- "Putting ATM to Work Now: Using Your Backbone For Phones"

- On Thursday, March 5, from 11:30 a.m. to 12:30 p.m., Mike Berlin, vice president North
American Business Solutions, Mitel Corporation, will participate in a panel discussion moderated
by Mary Lenz, editor, Call Center Magazine. The panelists will discuss how to plan for the
migration of voice traffic to the ATM backbone.

Mitel Corporation (NYSE:MLT) (TSE:MLT) is a designer, manufacturer and marketer of
semiconductors, sub-systems and systems for the communications industries. The Company's
products include integrated and hybrid circuits, optoelectronic devices and custom silicon wafers;
voice communications systems; networked voice and data systems, Computer Telephony
Integration (CTI) products; client/server telecom products; public switching systems; and alternate
network and remote access products. Mitel's leadership strategy is centered on developing strong
microelectronics technology and advancing people-to-people communications in an open,
distributed and standards-based environment.

For more information on Mitel Corporation, visit our web site at mitel.com

M Mitel (design) is a registered trademark of Mitel Corporation. All other names and products
herein are trademarks of their respective companies.

(Copyright 1998)

Recent news headlines

Jan - Mitel brings voice to mictosoft backoffice small buisness server
Mitel announces record sales & earnings for third quarter

Feb - Mitel extends market share & functionality of industry-leading PBX products
Mitel acquires Plessey semiconductors group; Acquisition of top European semiconductor manufacturer positions Mitel for continued growth
Mitel pays 225m US for Plessey semiconductors

They seem to have a decent game plan acquisitions etc. and so far are exicuting it

Here is the most recent 10Q sec.yahoo.com you may also want to look at the 8K filled Feb 27th look in the beginning the stuff about the acquisions and financing of(some series B?)

In case you mist it if you have the time check post# 2565 let me know what you thing, new company not much data.

Joe
P.S. Im not checking spelling its a little late for me good luck