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Technology Stocks : Metasolv Software - MSLV
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To: D. K. G. who wrote (35)2/1/2000 8:36:00 AM
From: notredame  Read Replies (1) of 53
 
I have not done any crunching, but 53% of revenues are made up of 10 customers. The revenue spike in the prospectus YOY is strong, leading me to believe they hit 1 or 2 big contracts, but sustaining that trend might be difficult.

ILECs are easy, any old Ma Bell spinoff (BEL, BLS, etc)that has a local presence (and generally cannot compete in LD except for BEL in New York)

CLECs are pretty much anyone else that is competing for local service
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