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

To: Catfish who wrote (1009)	5/29/1999 1:27:00 PM
From: Tim Oliver	Read Replies (1) \| Respond to of 1082

Someone bought a lot of shares this week too. Who was it? Successful companies (Cisco, Sun etc.) would only buy proven winners (because they can afford to). If LKON gets acquired, it'll be by a secondary player that needs the technology quickly to compete in the VOIP area, is a Sun affiliate, and has low-cost hardware distribution. Opus/Mockingbird is a possibility (utilizing Audiocodes.) Timing is everything here, because it sounds like LKON is a loose group of only 1-2 potentially valuable employees than a synergistic organization. If they don't get a nice finance/management offer in the next 3-6 months, I expect that the 1-2 key employees will be employed elsewhere and the assets sold in bankruptcy. There's virtually no chance that they'll get a $20 million commitment from a serious customer without tight control of LKON's technology and management by the customer. How important is an ongoing relationship between AT&T and LKON? Is that a key here?