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Technology Stocks : Aspect Telecommunications (ASPT) -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (398)	10/16/1998 11:15:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 2018

Thanks for clearing up the mystery, sam. So we did it to ourselves with the conference call. Did anyone on the thread listen to it, or can someone post a number for a replay? Frank

To: sam who wrote (398)	10/16/1998 9:31:00 PM
From: MeDroogies	Respond to of 2018

What I find odd is that they are still saying the stock will be at 22....and yet it plummeted. 22 is about 30% over 17, which is nice gain in ANY market....so why the crash? Given that the fundamentals are still intact, that the market MIGHT be soft (I doubt it) for the products, why is this stock in the toilet? I remain totally baffled by the lack of performance here. Even when it WAS showing strength, it never flexed its real muscle. Something is beginning to smell fishy. I just wish I knew what. Glad I'm not down that much, since I got in a year or so ago...just wish I'd gotten out at 35. But things looked so good then.

To: sam who wrote (398)	10/17/1998 2:30:00 AM
From: corporal spewchunks	Read Replies (3) \| Respond to of 2018

Edward Jackson, the Piper Jaffrey analyst must have dozed off during the conference. This language is Jackson's: "and those markets may be softer than expected over the next several quarters." That's not what I heard Jim Carreker say. In fact, Carreker was quite upbeat on future prospects saying only that it would be prudent to issue guidance at about 30% top and bottom line growth in light of conditions in the general economy rather than the 30 - 40 percent given in earlier conferences. The company has a historical growth rate of close to 35%. So let's say it slips to 30% for a quarter or two. That would put 99 earnings at about $1.35+ rather than the $1.45-$1.55 currently projected. Using the average S&P multiple of 23, ASPT should be valued at something north of 30. Jackson's projection is for 22. That would put the PE at 16. This company never misses by much, if you want to call the most recent quarter a miss at all. So what price are we supposed to buy at Edward? If you downgrade to Buy from Strong Buy at 18, whart's your recommendation at 12? Or are you just another penguin jumping in the water? So far, not much company. By the way, the last question posed to Jim Carreker was how he would characterize the number of proposals outstanding. Answer: "At record levels."