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Microcap & Penny Stocks : TSIS: WHAT IS GOING ON? -- Ignore unavailable to you. Want to Upgrade?

To: bgavlick who wrote (444)	12/3/1997 10:49:00 PM
From: froland	Read Replies (1) \| Respond to of 6931

All: What are the long term prospects for this company? Do they have a sustainable competitive advantage? For sure their automated investor service seems to help large companies reduce costs but can they defend the niche they have identified and exploited? When I call some of their clients numbers, what I hear seems to be a service that any of the big PBX/Stand-alone-ACD/Stand-alone-voicemail vendors could copy within 12 to 18 months. To my knowledge, TSIS does not have any protected (patented) technology. Profits attract competition and if Lucent/Octel (I beleive Lucent recently bought Octel), Nortel, Siemens, NEC and others decide they want a piece of the pie, where does that leave TSIS? At very best, no one would try to compete. At a little less than best, they would be bought out. At worst, price competition would set in and the deep pocketed multi-nationals would in my opinion squash little TSIS. Hopefully, TSIS has a strategy for defending its niche and expanding its product line. Any comments are welcome.