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Technology Stocks : ATC Communications ATCT
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To: L. R. Hamilton who wrote (2493)4/8/1998 6:10:00 PM
From: Northern Marlin  Read Replies (3) of 2636
 
I've listened to the conference call once. There were not a lot of
numbers provided in the call. An S-4 will be filed with the SEC in
14 days. I'll be interested to wade through that! Below are some notes
that I took:

IQI was profitable this past year. New CEO McNeely's background is in
marketing/adverising. This will be his first opportunity in teleservices.

IQI is currently using 80% of their capacity. McNeely stated that many
teleservices companies consider 80% as fully occupied.

When the merger is complete AT&T will represent 30% of revenues.
Outbound will be 50% of revenues. Prior to the merger ATCT's top 5
customers accounted for 80% of sales. After the merger the top 5
clients will account for 63% of revenue.

McNeely expressed interest in having more contracts based on pay-for-
performance. Maybe after listening to the call again I'll have a more
clear understanding of this term.

A question was asked about who their competitors would be, and from
whom would they take market share. SWW, APAC, WTSC, and TTEC were
named. Then it was mentioned that the market is growing fast enough
that they could grow substantially without taking market share from
any competitor. Mike Santry broke in and stated that their main
competitors are their customers' in-house call centers, that's where
they have to take away market share.

One of the companies that IQI acquired has multi-lingual capabilities
(I think they said for 12 languages). After the merger it is the intent to try for business in Europe.

All-in-all, I liked everything that I heard on the call. I'll listen
to it again, tomorrow. I would love to read comments from the thread.

Phil
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