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soccerdad6264 34 posts  |  Last Activity: 9 hours ago Member since: Dec 4, 2002
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  • Reply to

    The market is always right

    by zimmbobway11 9 hours ago
    soccerdad6264 soccerdad6264 9 hours ago Flag

    They got it WRONG -- specifically when it comes to AUDC!

  • The bounce back will be sharp and very dramatic! No change in core business fundamentals, remains the fastest growing enterprise SBC in the world. Gaining market share, increasing margins, growing revenues, profitability and free cash flow, seeing favorablel moves in the currency, adding new customers, and more positive news coming as will likely be revealed on October 30th. Selloff has created an enormous, very compelling and rare investment buying opportunity in the shares of AUDC for those who have the vision, stomach, and liquidity to capitalize on this irrational selloff and buying opportunity, imho! Personally bought more last week and strongly considering repositioning portfolio to buy more this week.

  • I'm betting that there will be a steady release of positive, catalyst-moving news that will.continue to be released by AUDC in the coming weeks and quarters AND that will drive the share price of AUDC sharply higher to more reasonable and historic levels above $8-$9 a share on its way to new and higher levels in the double digit range that is more reflective of their extraordinary opportunity and investment potential. To me this is a significant disconnect between real value and near term and long term valuation reasonableness due to uninformed emotional, margin manipulated, and irrational-based selling. The facts are AUDC is the fastest growing enterprise SBC vendor in the world, they are seeing the clear and present emergence of great trends across their entire suite of core products and have a very robust and cost-efficient R&D facility and product pipeline that will be launching a steady and diversified array of market leading SBC, VoLTE, VoIP, and other leading cutting-edge, high demand SBC and mobility products around the world. To me, AUDC represents one of those very rare and extraordinary investment opportunities to buy and add to a core holding that is extremely well-positioned for explosive growth in revenues, earnings, and annual cash flow with continuing strong gains in market share and gross margins as they move to penetrate new global markets and successfully displace incumbent equipment vendors with superior products and services.

  • Huge contractual win for AUDC with Hong Kong Broadband Networks one of the largest fiber optic broadband providers in Hong Kong. AUDC is being recognized as a leader in the fast-growing SBC sector in China and around the world. AUDC is gaining significant market share and seeing strong expansion of gross margins as revenues and earnings are set to ignite at AUDC in the coming quarters and years. AUDC has positioned itself as a pure-play leader and # 2 provider of Enterprise SBC's and is seeing enormous growth across all of its core product lines throughout the US and around the world. This is a company that has significant acquisition appeal with great accretive potential as a strategic fit and high-growth asset for various acquisitive companies in a high-growth, high-margin sector that is in a consolidation mode! AUDC is an aggressive buy and one to own long term.

  • soccerdad6264 soccerdad6264 Sep 10, 2014 8:57 AM Flag

    And when it spikes, it's going to gap higher on volume in a very fast, powerful and sustained move higher because of the lower float. AUDC should be currently trading at $12-$15 on current revs and earnings without any M&A premium. This company is at a red hot inflection point in its business model and is competitively well-positioned and poised for exceptional growth in revenues, earnings, cash flow and market capitalization.

  • Audiocodes fast emerging to now # 2 in market share after doubling to over 12% from 6% a year ago. Mobility Conference starts tomorrow, look for more positive breaking news from Super Mobility Conference.

  • AUDC is planning to make a huge splash with an aggressive business model and launch of highly innovative and cutting edge high-growth, high-margin mobility products, a new white hot growth area, that is expected to take the market by storm with its sweeping global demand. An enormous catalytic pipeline of positive breaking news is fast percolating and gaining steam. Here comes AUDC!

  • This stock may be one of the most undervalued stocks in technology today! Currently selling at a ridiculously low price of just over 1x gross revenues less $94mm in cash. Plenty of huge upside catalysts are percolating and as news breaks and announcements released we'll see a huge rush to own shares of AUDC as the shorts simultaneously rush for the exits to cover. Based on current valuation comps, this stock should be currently trading well above $10 with a range of between $10 - $15/share based on a gross rev multiplier of 2x to 3x. Add to that the impressive double digit sequential and sustainable growth rates in 100% of AUDC's core growth businesses, strong gains in market share on business they and SONS are successfully taking from ORCL/APKT and its robust organic growth across the board in the 20% to 30% growth SBC sector, rising margins, new product innovation and coming launches, its leadership quadrant position in the disruptive and transformational Microsoft Lync ecosystem around the globe with AUDC Lync-Certified patented SIP-based SBC, VoIP, VoLTE, SDN, NFV, and mobility product lines and solutions, management's laser focus on cost/spending containment, the rising Shekel and a whole host of other major positive catalysts, AUDC is a diamond in the rough and my Single Best Idea Stock in the entire technology sector based upon huge growth potential in revenues, cash flow and profitability and unlimited upside potential based upon valuation and attractiveness as a potential acquisition takeover target in a consolidating and highly active M&A industry.

  • Reply to

    Buy all the shares you can

    by runnindeviliam Aug 26, 2014 7:24 PM
    soccerdad6264 soccerdad6264 Aug 27, 2014 5:52 PM Flag

    Agree 100% with all of your points! This stock may be one of the most undervalued stocks in technology today! Currently selling at a ridiculously low price of just over 1x gross revenues less $94mm in cash. Plenty of huge upside catalysts are percolating and as news breaks and announcements released we'll see a huge rush to own shares of AUDC as the shorts simultaneously rush for the exits to cover. Based on current valuation comps, this stock should be currently trading well above $10 with a range of between $10 - $15/share based on a gross rev multiplier of 2x to 3x. Add to that the impressive double digit sequential and sustainable growth rates in 100% of AUDC's core growth businesses, strong gains in market share on business they and SONS are successfully taking from ORCL/APKT and its robust organic growth across the board in the 20% to 30% growth SBC sector, rising margins, new product innovation and coming launches, its leadership quadrant position in the disruptive and transformational Microsoft Lync ecosystem around the globe with AUDC Lync-Certified patented SIP-based SBC, VoIP, VoLTE, SDN, NFV, and mobility product lines and solutions, management's laser focus on cost/spending containment, the rising Shekel and a whole host of other major positive catalysts, AUDC is a diamond in the rough and my Single Best Idea Stock in the entire technology sector based upon huge growth potential in revenues, cash flow and profitability and unlimited upside potential based upon valuation and attractiveness as a potential acquisition takeover target in a consolidating and highly active M&A industry.

  • I'm a strong buy at these dirt cheap valuations and am confident that this stock will bounce back to new highs on continued strong sequential growth trends in revenues, profitability, cash flow coupled with strong gains in market share and gross margins! All of AUDC's core growth businesses are simply on fire with red hot traction and momentum while experiencing very strong and rapidly growing demand both domestically and internationally for their full-suite of comprehensive, innovative and technologically-leading Microsoft Lync-based SBC, VoIP, VoLTE, SDN, and sleeper mobility solutions for the enterprise and large tier 1 service provider sectors. My favorite stock and single best idea in the technology space at 1x gross revenues

  • SUPER MOBILITY EXPO (Sept. 9th -11th) Sands Expo Center - Vegas

    AudioCodesBooth: MR7400
    Address
    27 Worlds Fair Drive
    Somerset NJ 08873
    United States
    Websitehttp://www.audiocodes.com

    AudioCodes Ltd. (NasdaqGS: AUDC) designs, develops and sells advanced Voice-over-IP (VoIP) and converged VoIP and Data networking products and applications to Service Providers and Enterprises. AudioCodes is a VoIP technology market leader focused on converged VoIP & data communications and its products are deployed globally in Broadband, Mobile, Enterprise networks and Cable. The Company provides a range of innovative, cost-effective products including Media Gateways, Multi‐Service Business Routers, Session Border Controllers (SBC), Residential Gateways, IP Phones, Media Servers, Value Added Applications and Professional Services. AudioCodes' underlying technology, VoIPerfectHD™, relies on AudioCodes' leadership in DSP, voice coding and voice processing technologies. AudioCodes High Definition (HD) VoIP technologies and products provide enhanced intelligibility and a better end user communication experience in Voice communications. For more information on AudioCodes, visit http://www.audiocodes.com

    Product Category
    Devices/Handsets
    Gateways
    VoIP Systems and Apps

  • AUDC is a red hot growth stock and story to closely watch for the 2nd half of this year! Expecting a significant beat on EPS and REVS in Q3 and Q4.. Adlersberg playing it close to the vest, managing expectations, and setting the stage for a strong Q3 beat and bullish outlook, imho!

  • AUDC is at or very near to a trading low due to irrational selling. With more than $92 million of cash in the bank, over $2.10 per share, and zero debt on its balance sheet, its exceptional growth trends in all of its core growth businesses, its expanding margins and its ongoing and continuing trends, traction and strong momentum in gaining market share, its industry leading line up and most comprehensive suite of phenomenal SIP-Based SBC, SDN, NFV, VoLTE, Mobility and a full pipeline of coming disruptive networking products for the cloud, its impressive and fast-growing global blue chip customer list that includes many tier 1 telcos and fortune 500 companies, its close strategic partnership relationship with some of the fastest growing ecosystems including, Microsoft Lync, Avaya,Juniper, Broadsoft and many others, its very upbeat and bullish future guidance, its recently announced share repurchase program, and its wide array of so many other major explosive upside catalysts....AUDC, at this unbelievably attractive entry point price is now my absolute single best idea in technology!

  • Very strong bullish indicator!

  • Just wish I would have had more free powder to buyt a lot more at yesterday's price bottom opportunity! Oh well, it has a long way to go just to get back to rational fair value!

  • Investors will look back at this brief window of opportunity as a rare and extraordinary gift from the market!

  • Here's a company that is a proven technological and services leader in a high-growth, high-margin business and industry, is operating at a sustained and growing profit with strong and growing positive cash flows from operations, is achieving strong sequential growth in 100% of its core growth businesses, has strong ties and strategic partnerships with Microsoft Lync, Broadsoft, Avaya, Juniper Networks and many others, has recently won multiple major Tier 1 customer accounts both domestically and internationally, is aggressively ramping and rolling out its mobility platform and has one of the broadest and most comprehensive suite of market proven and tested SBC, SDN, NFV, and UC in the cloud product lines and solutions, has a very strong balance sheet with zero debt and more than $92 million of cash and marketable securities on hand, representing more than 40% of the company's current market cap and trading today at

  • Reply to

    This makes no sense to me

    by italianex1 Aug 4, 2014 3:44 PM
    soccerdad6264 soccerdad6264 Aug 4, 2014 4:19 PM Flag

    I agree entirely, except to take it further regarding not selling anything, I'm adding on this irrational weakness!

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