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Technology Stocks : SCC Communications (SCCX)
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To: Arrow Hd. who wrote (45)1/16/1999 4:07:00 PM
From: Robert DeHaven   of 69
 
The company is still relatively new as a public entity. They have made substantial progress in trying smooth out quarterly revenues. The contracts they have are mostly 5 to 10 years in duration so you can rest assured they are not going out of business anytime soon. On the contrary, they have established a steadier revenue stream with recurring liscenses and maintenance and transaction fees; these will steadily increase.

The way to judge Qrtly potential surprises (negative or positive) is to look for the number of new contracts signed during the current quarter. SCCX has signed four major customers this Quarter and the State of Texas. In discussions with the company the State of Texas won't add alot this Quarter but will add substantially in '99. Estimates for rev. from the State of Texas are in the $30 mill range for '99. The offset to all the good news this quarter is the loss of some BEL rev's.

All in all it should be a very good quarter. The growing market and FCC mandates for increased 911 service improvement are important catalysts.

A wild card is the fact that XYPOINT may go public and if they do the stock of SCCX will be pumped up to prime the IPO for XYPOINT. I don't know when that'll happen though...

The State of California is a wild card also IMHO a decision to upgrade will be in the next 3 months....we'll see.

Robbie Stephens touted this company at their technology conference last August and the stock was at 10 ish....then a quarterly fluctuation in numbers and they pulled the support from them...nasty trick. They'll be touting them again..watch.

good luck,

bob
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