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Technology Stocks : Boston Communications Group

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To: Stan Howe who wrote (18)5/28/1997 4:21:00 PM
From: Crash   of 136
 
Stan,
I have't talked with anyone official but I did contact some close sources that told me the company is still winning major business in the prepaid wireless arena. It will take some time for the revenues to hit the bottom line due to the nature of the product but it does appear to be on track. The greatest part about this revenue is it's recurring monthly structure. The company is building a nationwide infrastructure that will generate recurring revenue for the long term. The only competition that is giving BCGI a run is from National Telemanagement Corporation. They have successfuly won against BCGI at a few medium sized carriers due mainly to their distribution scheme. NTC has partnered with Traveler's Express and their 46,000+ retail outlets for card distribution which is probably the only area the BCGI service offering is weak. On the negative side, NTC does not have the nationwide infrastructure required for a nationwide rollout of the service to enable nationwide roaming. The momentum that BCGI has gained by signing almost all major wireless carriers is formidable. If you are following the stock price, youll see that the investment community is now starting to discover BCGI. Go BCG!!!

Regards,
Crash
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