Altigen Communications, Inc.
做多

ATGN - great Acquisition / and better tech than FIVN

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ATGN just acquired Workspace Communications which we view as a great acquisition that’s accretive and has been derisked.
Altigen is now working with RBBN
Altigen is still the only profitable UC co in the space.

While FIVN “talks” about integration w MSFT, in some recent press releases - do some homework and you’ll find out it’s really Altigen that’s ahead - hint ask FIVN if they are on the Azure platform for MSFT teams. Think about what this company could do if they focused on growth vs profitability, Not that I’m in support of it, but it’s only a matter of time before it gets recognized. The big players can buy a profitable co w a great msft technology edge for next to nothing. Teams is finally starting to pick up which will open up the spicket for Altigen.

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