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soccerdad6264 57 posts  |  Last Activity: Aug 28, 2014 11:42 AM Member since: Dec 4, 2002
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  • 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!

  • Manipulation is temporary and @ these insanely low prices for a company that is profitable, zero debtt and more than $94 Million of cash-on-hand and growing revenues, cash flow and margins as rapidly as AUDC is and as well positioned as they are as a leader in the SBC, Mobility, SDN and NFV UC in the cloud space this company is wound tight for a powerful correction rally that could lift the shares to the $10-$15 range in very short order. Despite all the positive momentum and gains that AUDC is making in all areas of its operations, core businesses and growth cycle around the world, the stock is now off more than 33% from its recent secondary pricing of $8.00

  • Great Q2 and very bullish and beatable 2nd half. 2014 guidance rich with many upside catalysts! AUDC is going sharply higher from here, imho!

  • Great Quarter with phenomenal growth and progress on all fronts! Sonus is executing ahead of plan and investors will soon take notice!

  • Great quarter and very positive and upbeat conference call. Sonus beat on revenues in the quarter despite the fact that a large $10 Million order had been forecasted to hit in Q2 has been deferred until early 2015. So, that's a very substantial revenue beat in the quarter. Margins are continuing to expand and improve and pipeline and backlog are growing substantially. Announced another big customer win of another Tier One Service Provider in Asia Pac making that SIX TIER ONE wins in the past 4 quarters. The SBC 7000 was just launched in mid June and already scored revenue bookings of $5 Million in a brief 2 week time frame since being launched. Very optimistic and bullish about the tremendous demand and acceptance of the 7000 and expect huge blockbuster potential from this core SBC product.. Sonus's high growth suite of products and services are kicking #$%$ around the world! This is a new and exciting era for Sonus Networks!

  • A great quarter with AUDC beating on revenues and reiterating its full-year guidance which they are being very conservative and managing to easily and comfortably beat, imho! CEO announced 3 MAJOR Tier One wins in EMEA and North America and another in South America that significantly broadens its customer base and platform for continued sequential revenue growth. AUDC reported SBC revenue increased by 100% over the same quarter last year. They are killing it with their Microsoft Lync based eco-system SBC products and are ahead of pace on their R&D facility with hiring of more than 25 highly-qualified engineers to fuel and ramp up their new products innovation and launch. Expected, again conservatively, to start contributing to revenues, profitability and cash flow starting in 2015. AUDC is truly firing on all cylinders and is very well positioned to capitalize on the extraordinary and rapid growth and evolution to all IP networking infrastructure and SBC, SDN, and NFV in the cloud architecture around the world. This company should be easily trading right now in the $10-15 price range based upon any generally-accepted valuation methodology, imho and today's softness in the price presents a huge opportunity for those who see what I'm seeing. Obviously, do your own due diligence and consult with your own professionals and consultants always before investing in any common stock securities.

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