Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ATC Communications ATCT -- Ignore unavailable to you. Want to Upgrade?

To: thomas odonoghue who wrote (2527)	4/27/1998 1:08:00 PM
From: Northern Marlin	Read Replies (1) \| Respond to of 2636

Based on revenue SWW with $400+ million and APAC with $350+ million annual sales would be ahead of the merged ATCT & IQI. It is unclear at this time if TTEC would be roughly the same size or larger than the merged company. Phil

To: thomas odonoghue who wrote (2527)	4/28/1998 9:13:00 PM
From: Northern Marlin	Read Replies (4) \| Respond to of 2636

Scott Guffey e-mailed me to correct my reply. As most of you probably know he monitors this thread. I apologize to the thread for posting misinformation. Below is the text of Mr. Guffey's e-mail: Phil - I noticed your response to Mr. O'Donoghue's post and just wanted to comment. The press release did not say the combined ATC/IQI would be the third largest teleservices company but rather the merger would be the third largest merger in industry history. As you can see from the following ranking of publicly-traded teleservices companies, we will be further down the list: LTM Revenue % of Revenue LTM Telesvcs Rank based on ($ mil) from Telesvcs Revenue ($ mil) Telesvcs Rev 1. Sitel Corp. (SWW) $ 491 99% $ 486 1 2. West (WTSC) $ 399 65% $ 259 4 3. APAC (APAC) $ 356 100% $ 356 2 4. Sykes (SYKE) $ 313 48% $ 150 7 5. TeleTech (TTEC) $ 264 100% $ 264 3 6. ATC/IQI pro forma $ 249 85% $ 212 5 7. TeleSpectrum (TLSP) $ 179 100% $ 179 6 8. Prec Response (PRRC)$ 144 74% $ 107 8 9. Natl TechTeam (TEAM)$ 81 45% $ 36 9 10.ICT (ICTG) $ 92 100% $ 92 10 11.RMH (RMHT) $ 48 100% $ 48 11 12.ACI (ACIT) $ 15 100% $ 15 12 Also note there are several very large private or subsidiaries of public companies teleservice concerns (such as MATRIXX which must be ~ $900MM in revenue). By the way, you may post the above along with the following concerning the S-4/Proxy Statement: ATC Reply to S-4 Registration/Proxy Statement interrogatories: We are currently finalizing our S-4 for filing with the SEC. We anticipate that SEC review and comment will take 35 to 40 days. After that time, our final S-4 will be available for distribution in print or on the Internet at the SEC/EDGAR site ( <http://www.sec.gov> www.sec.gov) and at our home page ( <http://www.atct.com)> www.atct.com). Also, we anticipate releasing our financial results for the quarter ended March 31, 1998, during the week of May 11, 1998. Regards, Scott