SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Comverse Technology
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Beltropolis Boy who wrote (769)6/22/1999 1:29:00 PM
From: NotNeiderhoffer  Read Replies (5) of 1331
 
CM,

This stock has been pretty boring lately. I wanted to see the company present at the CIBC conference last week but the slot changed and I missed them.

I am hearing that Kobi Wan (is that movie over yet?) and co. are going for the kill against those 20lb weaklings Centigram, Intervoice and Glenayre. In addition they have focused all their energy on winning US RBOC wireless accounts which would be fine with me.

The partnership with Cisco is beginning to take shape as well. Or at least I am getting a better handle on it. They are looking at prepaid opportunities, where by the way we are really sticking it to Ericsson, and the partnership is going to work with the Amteva middleware product, along with the IP/PBX stuff from Selsius and the call center product from newly acquired Geotel. Cisco has been active there (acquisitions) and is really running hard. A friend of mine just joined CSCO/Geotel and is moving to Chicago and filled me in a little bit on what they are planning to do.

On the wireline side, apparently a few of the service providers are beginning to push the voicemail marketing hard after seeing the success a few people had in taking taking penetration from the mid teens % to the thirties.

Looks like we are set to hit the $1 billion revenue mark next FY. Almost calls for a KAMPAI!

NotsureifyouknewIamnowaGNETcheerleaderNeiderhoffer
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News