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Technology Stocks : VocalTec (VOCL) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Lotozo who wrote (1543)	6/10/1998 1:06:00 AM
From: David Wiggins	Read Replies (1) \| Respond to of 2349

Bill, I share your concern regarding earnings. I feel they will improve slightly and probably beat estimates (Zack's -.25) but will not be a blowout. I expect earnings very close to the 23rd or possibly the 26th (4th Thursday) as this seems to be their pattern recently. Factors which should improve revenues: - ITXC startup: These guys are serious and probably spent more than a little getting their system up and running. VOCLF has large stake here, so equipment should mostly be VOCLF. - Radlinx revenue: VOCLF got no revenue last quarter from Radlinx which is reportedly profitable - Increased sales of IP 5. RSL is probably paying VOCLF for IP 5 which they in turn are giving away in Europe. - Various other little guys like access power expanding their networks Question marks: - Is the new VOCLF 'gatekeeper, etc' software selling? I hope so, this was released this quarter so should boost revenues to whatever extent it is selling. - DT - Are they buying stuff yet? Again, Dr Ganor has stated that this probably won't be a factor until Q3. Who knows? Maybe they moved their timetable ahead Downside: - Analysts have projected an increased loss this Q due to increasing R&D costs My 2 cents: I think R&D costs will continue to be high, but more or less equal to last Q. For the above reasons, I think the loss will be a little less than last Q. When DT kicks into gear we start to have real fun again. If VOCLF beats the number this Q, we may see the start of a runup due to anticipation of better things to come. Just my humble opinion. Regards, Dave