Seeking Alpha: AudioCodes May Need A Breather, But The Company's Making Progress

For all of the companies that talk about restructuring and refocusing and go nowhere with it, some do turn a corner and start delivering improved financials. I think AudioCodes (AUDC) belongs in that second box, as the company's efforts to refocus itself around enterprise VoIP, and Microsoft's (MSFT) Lync in particular, have already started to pay dividends.

The shares are already up more than 250% from last year and well off the sub-$1.50 lows. Even so, the company still has low institutional ownership and minimal sell-side support. As I believe that smaller enterprises will start pushing money-saving SIP trunking and unified communications up the list of spending priorities, I think AudioCodes has a good market opportunity ahead of it. While my base-case assumptions don't suggest huge cash flow-based upside at this point, I won't be that surprised to see AudioCodes outperform over the next few quarters and support even stronger long-term projections (and a higher fair value).

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AudioCodes May Need A Breather, But The Company's Making Progress

Investopedia: Oracle Adds Some Surprising Hardware Assets In Acme Packet

Oracle (Nasdaq:ORCL) has given investors ample reminders that the company intends to be an active acquirer for the foreseeable future. Likewise, management has made no secret of its intention to expand its hardware assets and its desire to add product/industry verticals to its model. Oracle achieved all of the above with Monday's surprising announcement that the company will acquire session border controller specialist Acme Packet (Nasdaq:APKT) in an all-cash deal.

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Investopedia: Should Investors Play On The Acme Packet See-Saw?

Tech investors and analysts can be fickle creatures - they'll happily project astonishing revenue growth and breathtaking forward multiples when times are good, but they'll turn quickly when growth lags and often over-correct to the downside. None of this is to say that Acme Packet (Nasdaq:APKT) is automatically undervalued, but it may be worth asking whether circumstances have changed so much in the past half-year that the stock should only be worth half of what analysts once said it was worth.

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Investopedia: Acme Packet Another Company Waiting On The Carrier Revival

There's a long list of companies out there where investors are hoping that carriers finally get back to spending this year, a list that includes Alcatel-Lucent (NYSE:ALU), Adtran (Nasdaq:ADTN), Juniper (NYSE:JNPR) and Acme Packet (Nasdaq:APKT). While Acme Packet enjoys good share in the session border controller market (SBC) and ought to benefit from adoption and migration to Voice over LTE (VoLTE) and IMS, bears argue that competitors and alternative technologies will steal much of that potential.

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