frolandl:
In doing comparative dd on IVOC and TSIS there are so many comparisons between the two. I do believe the IVR area will be one of the most productive areas to be in this year.as. re. Bill Gates... But I've got to be honest ; TSIS has these guys beat hands down in surveys, calling cards activation, record and replay and are behind right now in the AVR area. Not even to mention Investor and Market Reach
I kept telling Don and JJ not to sell Investor Reach.-- plug it into the IVR system, get into the conference calls over the net as a bonus for new signees and you have a cash cow....oh. increase your rates 20% in the process.. for the free conference call access..
But once TSIS gears up they will be the innovators. The Paragon purchase was a masterful stroke of good fortune and they picked it up for a song and dance, they will beat them to the market in new introductions, new contracts, new ideas, and, they have the management team IN PLACE..that is the clincher.
Having already established a viable, secure base in the interactive telephony market, adding the AVR enhancement to the established base, and then getting into a hotter segment than what they already had ..all adds up to a long term winner...I'll stay with my recent predict..$2.00 next week ..$5.00 in a month. After that it will depend on 4th qtr results, which ended 01/31/00, SEC announcement of full reporting status, new contracts to be announced etc........ |