AM Communications ( ticker AMCM ) is a leading provider of plant, headend, and hub management solutions to the broadband industry. AM's solutions provide network operators with greater control over their network's performance levels and reliability, giving them a competitive edge.
Quakertown, PA 18951
Phone: (215) 538-8700
Fax: (215) 538-8779
amcomm.com
Officers:
Javad Hassan, 59 Chairman
Joseph Rocci, 52 VP of Marketing
Roger Jack, 40 VP, Software Engineering
Michael Quelly, 46 VP of Hardware Engineering
Maqbool Qurashi VP and Gen. Mang., AM Broadband Services
Key Partners/Customers:
Several of the most respected suppliers of broadband communications equipment have incorporated the Company's status monitoring products under their own private label; such as AT&T, General Instrument, Augat Communications, Philips and Hewlett-Packard and Lucent. In fact, the company?s AM OmniVU software provides standard interfaces to other systems through relationships established with industry leaders such as Hewlett-Packard, Arrowsmith, OSI, and others. The Company sells directly to cable operators and telco's including Cablevision, Comcast, Adelphia, Cable One, TCI, AOL Time Warner, GTE, Sprint, Pacific Bell, and others. Additionally, the Company has OEM sales relationships with the major equipment providers and integrators including AT&T, General Instrument, ADC, Also have major CableTV operator(s) in Europe, through Philips and other European partnerships. Also in Australia, Japan, and Korea.
AM communication products have been indorsed by some of the most prestigious leading names in the cable, phone and internet industry. In fact, John Koval, Vice President of marketing of General Instrument repeated this message, stating: GI's decision to go with AM was based upon several critical factors: first, AM's open product architecture encourages active participation by the HFC equipment manufacturers and third party software vendors. Second, the telecommunications industry is rapidly becoming a multi-vendor environment where network equipment must be managed as part of a single, cost effective solution. AM's practice of cooperative engineering is an essential ingredient in making this a reality. Third, by devising a direct-connect solution with AM that obviates the need for proxy agents and additional computing hardware, management of Omnistar becomes practical and affordable,' continued Koval. Thus, AM communications is also capitalizing on the ?friends and backers theory? as well.
How many stocks have more revenues then market cap?
AM Communications ticker AMCM may just have more revenues then market cap! So look for a surprise pop from AMCM. AMCM Market Cap is $25.9M.
AMCM Revenues for the fiscal year ended March 31, 2001 were $15.9 million.
AMCM Revenues for the first 3 quarters of 2002 were $19.5 million.
I'm guessing:
At the least Revenues for the fiscal year ending March 31, 2002 could be $23.1 million if AMCM makes the same as last years march quarter of $3.6 mill.
Now if AMCM makes another $11.4 mill for this quarter as they did for the last quarter. Revenues for the fiscal year ending March 31, 2002 could be $30.9 million.
AMCM Competitors DIGL , A , ACTR , EXFO
DIGL , A , ACTR , EXFO are losing Earnings Per Share while AMCM is making 2 cents Earnings Per Share & growing.
This is what DIGL does:
Digital Lightwave Inc. designs, develops, markets and supports diagnostic products for monitoring, maintaining and managing fiber optic networks. Telecommunications service providers utilize fiber optics to provide increased network bandwidth to transmit Internet, voice, data and multimedia video traffic. The Company's products provide telecommunications service providers and equipment manufacturers with capabilities to cost-effectively deploy and manage fiber optic networks to address the rapidly increasing demand for bandwidth. The Company's current customers include telecommunications service providers such as GTE, MCI WorldCom, Qwest Communications, Level 3 Communications and Ameritech, telecommunications equipment manufacturers such as Alcatel Network Systems, Tellabs, Nortel Networks and Cisco Systems, and equipment leasing companies such as Telogy and Technology Rental Services.
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This is what AMCM does:
AM Communications (AM), Inc. designs, manufactures and markets network monitoring systems that include hardware and software, to the broadband communications market, primarily for cable television (CATV) systems. AM has applied its technical strengths in RF communications, microprocessor-controlled circuits and application software to produce a proprietary system that allows CATV operators to monitor the performance and operation of the complete broadband transmission network, thereby enhancing network reliability and optimizing performance. The Company's product categories include Plant Equipment Monitoring Devices, Monitoring Control Units, Headend Monitoring Devices Network Monitoring Software System and QuickStat Plant Management Systems.
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This is what EXFO does:
EXFO Electro-Optical Engineering, Inc. (EXFO) is a designer, manufacturer and marketer of fiber-optic test, measurement and monitoring instruments for the telecommunications industry. The Company's Portable and Monitoring Division provides solutions primarily to telecommunications carriers, cable television companies, public utilities, private network operators, as well as third-party installers and equipment rental companies. The Company's Scientific Division designs an extensive line of more sophisticated and higher performance instruments for manufacturers of optical components, value-added optical modules and optical networking systems. The Scientific Division also designs products for research and development markets. EXFO leverages technologies that the Company develops for its Scientific Division into products for its Portable and Monitoring Division.
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Now looking at these 3 companies I don't see DIGL as a direct competitor unless AMCM gets more into
the telecommunications field like DIGL is in. I just listened to DIGL conference call and they stated they only ran into 3 competitors Agilent, Acterna & I'm not sure what I herd on the third company sounded like NN Ritzee but could have been GN Nettest from looking on DIGL message board on yahoo! At the same time I see EXFO in the cable markets..
AMCM primarily for cable television (CATV) systems. Products: Plant Equipment Monitoring Devices, Monitoring Control Units, Headend Monitoring Devices Network Monitoring Software System and QuickStat Plant Management Systems.
DIGL primarly for telecommunications service providers & telecommunications equipment manufacturers. DIGL designs, develops, markets and supports diagnostic products for monitoring, maintaining and managing fiber optic networks.
EXFO designer, manufacturer and marketer of fiber-optic test, measurement and monitoring instruments for the telecommunications industry. solutions primarily to telecommunications carriers, cable television companies, public utilities, private network operators, as well as third-party installers and equipment rental companies.
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Now here is where the real Competion is I think, BUT there is more business to be found then AMCM or ACTR can handle:
Acterna Corporation is a global communications equipment company focused on network technology solutions. The Company's operations are conducted primarily by Acterna, its wholly owned subsidiary based in Germantown, Maryland. Its offices are principally located in the United States and Europe, with other operations, primarily sales offices, located in Latin America, the Middle East, Africa and the Far East. The Company is managed in two business segments, communications test and inflight information systems. The communications test business develops, manufactures and markets instruments, systems, software and services that test, deploy, manage and optimize communications networks, equipment and services. The inflight information systems segment, through its Airshow Inc. subsidiary, provides passenger cabin video information display systems and information services for the general and commercial aviation markets.
Acterna's Cable Networks Division announced the integration of the PathTrak Performance Monitoring System with the Cheetah NetMentor Status Monitoring System.
The unified capabilities of NetMentor(TM) and PathTrak(TM) allow cable operators to diagnose problems from anywhere in the hybrid fiber/coaxial (HFC) network.
Acterna has $12 million in losses due to mergers so it will have to work things out before it has profits?
AM Communication is due for massive growth!
Being listed on the OTC BB would lead most investors to believe AMCM was a start-up, however they have actually been in business since 1974. In fact, AM has over 400,000 network transponders deployed worldwide, more than 400 broadband data communications and HFC networks are monitored using solutions from AM, over 300,000 plant miles are supported with products and expertise from AM, and their systems have been deployed and supported in 23 countries across 5 continents.
Jay Hassan, Chairman, AM Communications Chairmen, commented "We are very pleased with our profitability. Our operating model is starting to show the results Our gross profit is up and overall, we have a much more efficient engineering development team." Simply, it appears AM Communications is clicking on all cylinders.
Mr. Hassan joined the Company in November 1998 as Chairman of the Board. Prior to joining the Company, Mr. Hassan held senior level positions at AMP, Inc. from 1988 until he was named President of AMP Communications Systems Business, a division of AMP, Inc., in 1995. He previously had a 20 year career at IBM, starting in 1968 as an engineer, and subsequently promoted to head of the IBM East Fishkill semiconductor facility and of IBM's Tape Drive Division. Mr. Hassan is the founder and principal shareholder of NeST Technologies, Inc., a U.S. headquartered technology services company which provides and receives services to and from NeST (P) Ltd. located in India. He currently serves as Chairman of the Electronic Development Commission for the Government of Kerala in India. Mr. Hassan also serves as Chairman of NeSTronix and e-Cell Technologies, Inc. and is a director of Fibercore, Inc., a NASDAQ public company ticker FBCE .
AM Communications: Ticker AMCM
Will be at the CABLE-TEC 2002 EXPO:
Cable-Tec Expo is the industry's premier event for technical telecommunications professionals, attracting more than 11,000 attendees and over 400 manufacturers and service providers each year.
Henry B Gonzalez Convention Center
San Antonio TX
expo.scte.org
Both # 04122 size 30 X 40 (larger than most other companies)
Picture of AM Communications Truck:
<http://www.amcomm.com/image/services/truck_200px_f.jpg>
AM Communications Logo:
amcomm.com
AM Communications website:
<http://www.amcomm.com>
Revenue & Profit will grow the stock price of ticker AMCM.
Check this out: May not work well if you don't have BROADBAND:
amcomm.com
High-speed data, Video-on-Demand, Internet, and IP telephony
AM Communications’ Omni2000 Ingress Management System monitors, isolates ingress, and analyzes the return RF spectrum from specific node areas. This system enables the broadband operator to introduce with confidence such advanced services as high-speed data, Video-on-Demand, Internet, and IP telephony, which are all highly dependent upon a reliable and robust HFC return path.
What does it do for you?
New services equate to new revenues; a reliable return path is a necessary ingredient in this equation.
System is completely user-friendly, and is based on the point and click methods of Windows NT.
This is where I feel that AM Communications revenue will grow Very fast.
To me this looks like a company like Mastec New York Stock: MZT .
AMBS provides complete outside plant services. This includes design, installation, and maintenance of the facilities that provide end-to-end communications from the cable head-end to a home or business. Each of the services listed below are offered as needed, although we are experienced in undertaking a full turnkey responsibility whereby AMBS supplies network design, electronics, cable, installation, proof-of-performance and certification.
For fiber optic or other cable networks between metropolitan areas, we offer complete design, engineering, and installation services. This includes the use of such specialty equipment as trenchers, plows and directional bore rigs.
The full scope of AMBS Outside Plant Services includes:
Turnkey Management Services
Fiber Optic, Coaxial and Copper Cable Placement and Splicing
Upgrades and Retrofit
Materials Procurement
Sweep, Balance and Certification
CLI Testing
As-Built Documentation
Make Ready Arrangements
MDU Post and Pre Wiring
Logistics and Inventory Management
Construction Oversight (Remote Project Management Tool)
Sweep and Testing
System Optimization
The icing on the cake will be from these services:
Cable Television Services
Data Services (HSD)
Cable Telephony |
