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

To: KHS who wrote (749)	1/31/1999 3:08:00 PM
From: corporal spewchunks	Read Replies (1) \| Respond to of 2018

There's a good article in the latest edition of Business Week which discusses the competition between LU, NT, and CSCO to build the networks of the future. CSCO needs to add voice to compete with the LU/ASND combo. They need to establish more reliability of voice delivery in order to earn the business of the telcos away from LU. ASPT's price is too low at this point for an outright buyout so look for an alliance of some kind. CSCO could then take its new products, which would include ASPT software, to the telcos. High level of reliability in voice is what the telcos are waiting for. ASPT will inch its way forward in price until an alliance is announced. Then maybe one or two analysts will get it. Just my opinion.

To: KHS who wrote (749)	2/2/1999 10:34:00 PM
From: Herschel Rubin	Read Replies (1) \| Respond to of 2018

"I would think they [CSCO] will first go after call center expertise. I bet they align with ASPT. This is the basis behind my investment moving forward. FWIW. " I would tend to agree, given that ASPT is now going to great lengths to transform themselves into a software company -- they must have a significant goal pulling them in that direction and they haven't fully disclosed just what that goal is (e.g. CSCO partnership or?).