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Microcap & Penny Stocks : Linkon (LKON): CTI Company -- Ignore unavailable to you. Want to Upgrade?

To: Mel Spivak who wrote (911)	3/29/1999 6:49:00 PM
From: Tadsamillionaire	Read Replies (2) \| Respond to of 1082

LKON seems to have settled back around 1.00 / I just hate it when that happens. The stock is surely worth 3 to 5. When is the next big announcement

To: Mel Spivak who wrote (911)	4/2/1999 1:17:00 PM
From: Tim Oliver	Read Replies (1) \| Respond to of 1082

Management is very quiet lately (no SEC quarterly filing, no contracts announced in their "no risk" service business even though they supposedly were negotiating with 10 countries in February). I find it strange that Linkon depends so heavily on Sun, yet there doesn't seem to be any sort of significant investment or formal R&D agreement between Linkon and Sun. If Linkon was as good as they've suggested, why haven't any of the major players already invested in them and why haven't they attracted any proven talent as management to their company yet? I understand that the chairman of Linkon is an engineering guy and I wonder if part of Linkon's problem has been that they think that the company with the best technology wins the race and nothing else matters. Sun may just be using Linkon as a pawn until more established leaders like Dialogic (another Sun partner), etc. come up with better technical solutions. I really hope they aren't holding their breath for a buyout. That has proven to be the very worst way to make a buyout actually happen. Acquirers buy success not technology. Technology can be duplicated in time. The reason that someone would acquire Linkon is because they fear that if a competitor bought Linkon that the potential competitive cost would be higher than the acquisition price. How much threat can a company like Linkon be? They've been around for years and have proven that they're unable to increase revenues significantly. Their management has no proven record and they don't have any money. Am I missing something? I hope so.