Seeking Alpha

Josh Franklin

 
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  • Fidelity Owns The UC Sector: Could AudioCodes Be Next?
    Thu, Jun. 26 AUDC 333 Comments

    Summary

    • Looking for Fidelity and large funds to take a major position in AudioCodes.
    • AudioCodes: Microsoft Lync revenues growing by 40%.
    • AudioCodes: Partnership with BroadSoft is starting to pay off.
  • Trading Call Update: Still Long Sonus Networks And AudioCodes
    Fri, May. 30 SONS, AUDC 64 Comments

    Summary

    • Sonus Networks: Large insider buying and large company buybacks.
    • AudioCodes: Strong pipeline. Recently signed numerous deals which could lead to strong 2nd half results.
    • Strong trend towards all IP networks - Sonus Networks and AudioCodes will be big beneficiaries of this trend.
  • MoSys: A Second Source Should Bring Order Flow
    Mon, May. 19 MOSY 60 Comments

    Summary

    • Second Source Agreement should lead to a substantial increase in orders.
    • Top Institutional Holders added an impressive 1.3 million shares to their positions last quarter.
    • Large short position could fuel a significant rally in shares.
  • AudioCodes: Positioned To Become Over-The-Top In An Over-The-Top World
    Editors' Pick • Thu, May. 15 AUDC 137 Comments

    Summary

    • Facebook's purchase of WhatsApp making OTT a necessity for Service Providers.
    • Wi-Fi networks by likes of Comcast and Liberty Global are creating great opportunity for AudioCodes and its voice engine specialization.
    • Strong fundamentals in core businesses means you're getting Mobility free on a risk reward basis.
  • You Have To See It Before You See It, Otherwise You Will Not See It
    Thu, May. 1 AUDC 78 Comments

    Summary

    • Mobility: Starting to see traction could lead to AudioCodes becoming a $1 billion company.
    • Conference call was loaded with many new business opportunities for AudioCodes.
    • Recent sell off unwarranted and AudioCodes looks to have bottomed and will move higher from here.
  • AudioCodes: Shame On Me! Shame On You?
    Editors' Pick • Tue, Apr. 22 AUDC 137 Comments

    Summary

    • Microsoft Lync Voice adoption set to bring solid growth to AudioCodes.
    • Mobile Hot Spot 2.0 is call option for AudioCodes.
    • AudioCodes: Risk reward valuation creates low risk / high reward entry point.
  • AudioCodes: A Pullback To Own
    Tue, Apr. 1 AUDC 84 Comments

    Summary

    • William Blair: Bullish on Unified Communications.
    • Mobility Plus BE a key catalyst for late 2014.
    • Pullbacks have been buying opportunities.
  • Trading Call: Long Sonus Networks And AudioCodes
    Tue, Mar. 25 AUDC 33 Comments

    Summary

    • Sonus Networks' 21.5 million share buyback is bullish indicator.
    • AudioCodes' recent spot deal should bring analyst coverage.
    • Pullback has led me to go long Sonus Networks and add to my AudioCodes position.
  • Spot Deal Puts Spotlight On AudioCodes
    Wed, Mar. 12 AUDC 71 Comments

    Summary

    • Spot deal: AudioCodes' secondary brings the potential for analyst coverage.
    • Recent deals with Deutsche Telecom and BroadSoft are not built into 2014 consensus estimates.
    • Analysts could put a $12 -$14 price target on AudioCodes based on $4.50 price target on comparable comp Sonus Networks.
  • 3 Stocks With Potential To Triple In 2014
    Wed, Feb. 26 ACUR, CNTF, SEED 55 Comments
  • Hotspot 2.0 Puts AudioCodes In Pole Position
    Tue, Feb. 25 AUDC 66 Comments
  • AudioCodes: Google, WhatsUpp?
    Thu, Feb. 20 AUDC 23 Comments
  • Trading Call: AudioCodes Broadens 'One Voice' With Industry Leader BroadSoft
    Mon, Feb. 10 AUDC 28 Comments
  • AudioCodes: Gross Margin Expansion Makes It Takeover-Ready
    Editors' Pick • Mon, Feb. 3 AUDC 33 Comments
  • 4 Stocks To Double In 2014
    Thu, Jan. 16 OPLK, SEED, VSCI 16 Comments
  • Update - Stocks To Double In 2014
    Fri, Jan. 10 BRCD, ACUR, CNTF 7 Comments
  • AudioCodes: Earnings Preview And 2014 Outlook
    Mon, Jan. 6 AUDC 77 Comments
  • 4 Stocks To Double In 2014 Part II
    Dec. 18, 2013 RFMD, PERI 57 Comments
  • Yo Dude, 'AudioCodes Got Dell'
    Dec. 5, 2013 AUDC 64 Comments
  • 4 Stocks To Double In 2014
    Editors' Pick • Nov. 25, 2013 AUDC, RDWR, MOSY 221 Comments
  • Institutions See Value In AudioCodes In A Consolidating Sector
    Nov. 20, 2013 AUDC 29 Comments
  • Positive Divergence Is A Buy Signal For MoSys
    Nov. 19, 2013 MOSY 46 Comments
  • Brocade: A Growth Stock In The Making
    Nov. 12, 2013 BRCD 15 Comments
  • MoSys: Rome Wasn't Built In A Day
    Editors' Pick • Nov. 5, 2013 MOSY 22 Comments
  • AudioCodes: Trick Or Treat?
    Oct. 31, 2013 AUDC 78 Comments
  • AudioCodes: Microsoft Dominating Enterprise Voice With Lync
    Oct. 25, 2013 AUDC 39 Comments
  • AudioCodes Delivers One Voice To BroadSoft
    Oct. 8, 2013 AUDC 22 Comments
  • RF Micro Devices - Ready For Market Dominance
    Sep. 25, 2013 RFMD 15 Comments
  • AudioCodes: We Started From The Bottom Now We're Here
    Sep. 23, 2013 AUDC 22 Comments
  • AudioCodes: Let Institutional Accumulation Begin
    Jul. 30, 2013 AUDC 62 Comments
  • AudioCodes: A Leap Call Option On Cable Companies Entering Wireless
    Jul. 16, 2013 AUDC 14 Comments
  • AudioCodes: How About Those Apples?
    Jun. 19, 2013 AUDC 13 Comments