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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Hawaii60 who wrote (9549)6/19/1999 12:08:00 PM
From: ynot  Respond to of 18998
 
can't speak for Mssr.P^nk, but i am interested in you're 'evaluation'

topics which could be intriguing;
product side
product upgrade cycle and the current release generation
user interface configuration-landline and wireless plaform OS
scalability,relability, compared to switches, analogue or digital

company side
number of development staff-contract vs fultime
number of support staff-contract vs fultime
outsource contracts in place-development, support, customer service
number of management-contract, fultime
number of marketing-contract, fultime
number of staff working for parent/VC/Auditors simultaneously
total staff
number of staff hired directly or indirectly from VC's
Management and VC consulting/marketing/support fees paid monthly

Private placement/conversion details
Options (Puts/Calls) written and who holds them excercise price
Stock float and restrictions, including underwriters
Any private placement/preference information
What debt transferred to IPO, short term or long term liabilities or accruals

Competition
market size and expected revenues in a decreasing price scenario and where wirelss may start carrying larger user volumes as a percentage of total user time spent on the telephone

This is just a start, but it would also be interesting to see what you can add and especially since I am new at this, please highlight any items that might be crucial which I have forgotten.

Thank you very much for the offer
ynot :)