Article on Comverse and Amdocs. The author concludes, "Lastly, Amdocs is valued at double the sum of Comverse, and there is no justification for this, whichever way you look at it. I believe that when the two graphs come close to each other again, it will not be because Amdocs has gone down, but because Comverse has gone up."
Am long Comverse.
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