Will Audiocodes Connect With Profit?
Shlomi Cohen submits:
Today I am replacing the stock of e-commerce giant, eBay (EBAY), with that of a smaller one, AudioCodes Ltd. (Nasdaq: AUDC; TASE: AUDC). eBay seems to be in constant reorganization in recent years, and has a chance to succeed at it. However, I anticipate a much greater return over the next year from Audiocodes, if the strategic change it is currently undergoing works.
Since the heady days of VocalTec Communications Ltd. (Nasdaq:VOCL) during the technology bubble of more than a decade ago, I have stayed away from voice over IP [VoIP] like from fire. VoIP is the industry in which Audiocodes operates.
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