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   Technology StocksApplied Voice Technology Inc. (AVTC)


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To: Bob Rudd who wrote (104)3/17/2000 5:02:00 PM
From: Karl
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As I was driving to work today, I heard on the radio that ACVC was getting hit real hard. Thought that I was in the clear until I looked this afternoon. Oh well, glad I took some profits a little while ago. I will have to hold on to the rest 'till it recovers. This has been somewhat of a volatile stock to own in the past, so I guess nothing has changed on that respect. Karl.

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To: John Stopforth who wrote ()3/18/2000 3:59:00 PM
From: kendall harmon
   of 119
 
AVTC, article from seattle times

seattletimes.com

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To: kendall harmon who wrote (106)3/18/2000 9:11:00 PM
From: KevRupert
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Hi Kendall. Thanks for the url. What's your position on the stock, right now? It really took some pain today. If there was y2k problems, how come we didn't hear anything from the company until now? Seems phony to me. Appreciate any feedback.

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To: kendall harmon who wrote (106)3/23/2000 2:02:00 PM
From: ajpeterson
   of 119
 
It is very surprising that ACVC and AVTC were caught so off guard, but the selloff was a bit extreme. I had to pick up some AVTC at these depressed prices and am willing to buy more if we drift lower. What a deal! In a year, things will be back to normal.

AJ

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To: ajpeterson who wrote (108)4/4/2000 11:59:00 AM
From: ajpeterson
   of 119
 
AVTC is the market leader!!! among the independent Unified Messaging companies. Check out the press release. What a bargain to pick this pup up at 10.5!

biz.yahoo.com

AJ

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To: John Stopforth who started this subject7/3/2000 9:36:17 PM
From: Byron Angel
   of 119
 
bought today

Took an initial position today at 7 1/8. The stock probably won't do all that much in the near term because of the temporary problems the company has run into. However, I wouldn't be surprised to see AVTC at 14 or even 21 a year from now, based on the company's growth potential.
Byron

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To: John Stopforth who started this subject7/5/2000 7:57:02 PM
From: Byron Angel
   of 119
 
Today's press release

Although sales of unified messaging products are growing faster, fax products still make up the bulk of AVTC sales - 64% last year. I think today's press release helps to demonstrate that fax products are not the dinosaur that some people seem to think they are.
Byron

business.nytimes.com

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To: John Stopforth who started this subject7/18/2000 8:09:39 PM
From: Byron Angel
   of 119
 
buyout by Cisco?

AVT announced today that its unified messaging product now supports Cisco's CallManager IP telephony product. I'm not predicting that it's going to happen, but as Cisco moves more and more into telecommunications, you have to wonder if they're not thinking about buying up AVTC to get their technology and installed base.
Byron

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To: John Stopforth who started this subject7/20/2000 6:51:52 PM
From: Byron Angel
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The earnings announcement looks pretty good overall. AVT bought back 1.1 million shares at an average cost of around $9/share, so obviously they feel the stock is undervalued at the current price of $6. They have no debt and $85 million in cash on the balance sheet, so another buyback is certainly a possibility. The $85 million represents almost $3/share in cash, so at $6/share the stock certainly seems cheap for a company that is making a pretty good profit in spite of a slowdown in their business.

The new CEO stated, "Although the dynamics of the market remain challenging, we continue to believe that we have a sound business model and ongoing market advantages in the areas of AVT products, services and distribution." I interpret this to mean that AVT is in a temporary slowdown at the moment, but the long term outlook is fine. We should get more details in the replay of the conference call.
Byron

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To: John Stopforth who started this subject7/21/2000 7:57:16 PM
From: Byron Angel
   of 119
 
The phone number to listen to the conference call replay is 800 633-8284, access # 15635016.

Fukai mentioned, as AVT management has done in the past, that in 1999 many companies spent 2 or 3 times their normal year's communication budgets, and things are now slow as a result. The transition from PBX to IP telelphony is also adding to the current weakness in sales. However, Fukai pointed out that AVT is not losing market share to the competition in any key markets, and that the current slowdown is purely due to marketwide conditions, which will eventually improve. Meanwhile, AVT continues to make money, has no debt, and has almost $3/sh in cash. Fukai stated his belief that all their markets have good potential growth and that AVT has the best products. He stated that the worst is over and there would be quarterly sequential growth in sales in all the company's business segments going forward. I don't look for AVT to do much in the near term but as sales continue to pick up eventually the stock will come back.
Byron

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