BreezeCom Ltd.
Orbotech Ltd.
Other companies that we have written about or that have been part of
the IHTIR Model Portfolio and are likely to be chosen for the
Millennium Portfolio are:
Audiocodes Ltd.
AudioCodes Ltd. (Nasdaq:AUDC) designs, develops and markets enabling
technologies and products for the transmission of voice and fax over
packet networks. Packet networks include those based on Frame Relay,
Asynchronous Transfer Mode and Internet Protocol. The Company's
products enable its customers to build high-capacity gateways and
access equipment that is used to connect traditional telephone
networks with packet networks. The company'sproducts include signal
processor chips, which process voice and fax signals and compress
the information into packets so that they can be sent between the
traditional telephone networks and the packet networks;
communications boards and media gateway sub systems, which enable
voice and fax communications through gateway equipment employing the
Internet protocol, and communications software used to process and
format the compressed voice and fax information into packets. For
the nine months ended 9/30/00, revenues totalled $49.3 million, up
from $21 million. Net income totalled $18.7 million, up from $6.6
million. Revenues reflect an increase in new customers. Net income
reflects an improved gross profit and an increase in net financial
income.
BreezeCom (Nasdaq:BRZE) is a technology leader specializing in the
development and manufacturing of broadband wireless access solutions
used worldwide by service providers and enterprises. BreezeCom
products provide a wireless alternative to wired Internet access
solutions, such as DSL and cable modems, and facilitate indoor and
outdoor, as well as fixed and mobile wireless local area network
connectivity. BreezeCom's products employ point-to-multipoint
wireless packet switching technologies, optimized for high-speed
Internet and Intranet access. For the nine months ended 9/00,
revenues totalled $69.1 million, up from $32 million. Net income
totalled $6.1 million, vs. a loss of $2.9 million. Revenues reflect
the growth in the ISP market in the United States. Earnings also
reflect lower selling and marketing costs as a percentage of
revenues.
Orbotech Ltd. (Nasdaq:ORBK) is an Israeli company engaged in the
design, development, manufacture, marketing and/or service of
automated optical inspection systems and computer aided
manufacturing and imaging solutions. For the nine months ended
9/30/00, revenues rose 32% to $266.5 million. Net income rose 49% to
$56.3 million. Revenues reflect continued global demand for high
functionality telecommunications products and improved operating
margins.
CheckPoint Software Technologies (CHKP)
Comverse Technology Ltd (CMVT)
Gilat Satellite Networks (GILTF)
Retalix Ltd. (RTLX)
Precise Software (PRSE)