Oliver Rupert sez:
Date: Apr 9 1998 2:34PM ET
There seems to be an enormous opportunity in the telecom industry 2 sell convergence billing & customer care s/w & svcs. Due 2 regs. chg & increased competitive pressure, the telecom svcs mkt is moving 2 converge/bundle svcs. Changing regs, technology & competition R leading LD carriers 2 enter local & wireless tel. svc, local carriers 2 move N2 LD, cable cos 2 offer telephony svcs & all carriers 2 consider offering 'net access svcs.
The worldwide mkt 4 spending on billing/records is projected 2B $5.8B in 1997...
and to grow at a 14% compounded AGR to $8.4B in the yr 2000.
There is a clear trend toward outsourcing billing & customer care systems in new mkts,
such as postpaid and prepaid wireless,
cable and DBS,
online interactive services
and in new deregulated business opportunities,
such as international or convergence billing.
The trend toward outsourcing is driven by
time-to-market pressure,
a need for more flexible systems
and by competitive pressures to keep costs low.
CSN (Cincinnati Bell Inc) (35$) - rated strong buy by Furman Selz
CSN consists of a telecom services division and 2 fast growing communications outsourcing divisions (CBIS & Matrixx).
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MY COMMENTARY:
While doing due dilly, folks,
Check on the AGR in % terms of both of these CSN divisions,
plus check their customer list overseas...WHEWeeee!
O/49r |
