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Technology Stocks : Davox -- Ignore unavailable to you. Want to Upgrade?

To: Dennis V. who wrote (325)	7/25/1998 9:10:00 AM
From: Dennis V.	Read Replies (1) \| Respond to of 439

Did some more checking and I don't like what I'm seeing. Oppenheimer cut earnings: Y98,1.07-1.00,Y99,1.53-1.40. Piper cut Y98,1.09-1.03, Y99,1.68-1.48. Its hard to believe that these fellows can see a turning point at this stage of the game unless Answersoft really is a dog; after all, DAVX has become a speculative play on inbound business and domestic vs. foreign sales projections. I think they're being a little lazy and just projecting the last two Q's and adding a fudge factor for Answersoft. I think foreign sales and inbound will be more accretive than projected. Also, look for DAVX product quality to prevail against the Kami Kazi sales tactics of the competition.