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.

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

To: browser who wrote (4589)	11/12/1998 4:34:00 PM
From: Pluvia	Read Replies (1) \| Respond to of 18998

SRCM Conf Call... Here is the number for people who want to ask questions - if you do not dial this number you may not be able to ask questions... 1 800 618-6990 In case you need ideas for questions on the SRCM conf call here are a few I thought up but likely won't get the chance to ask before they cut me off... Feel free to use them... 1. QUESTION: What are your plans to raise more money? 2. QUESTION: What restrictions does the 100 million bond debt place on your ability to raise additional money? 3. QUESTION: How many customers have you lost to IMS? (this is a list of just some of the customers they lost) US West; Great Western Directories; TDI; Southern Directories; Tele Direct (Bell Canada); Telus; Feist Publishing; Sunshine Directories Page 16 of 98 Q1: As a result of the October 1997 Brite and VNN Acquisitions, the Company has experienced growth in its revenues, gross margins, and operating expenses. It went on to say you : {the company} “expects that cash used in operations will decline as a result of the October 1997 Acquisitions...” QUESTION: When did you lost the US West Contract? (it was lost first part of Q1) QUESTION: why was the loss not disclosed in Q1? 4. With great fanfare on July 28, 1998 you announced that you would be deploying your Interactive Channel Service on Insight Communication's new digital TV platform. In a recent cable industry magazine article, (Broadcast Wire and Cable). John Reed was quoted as saying SRCM has no written agreement defining what SRCM will get paid for this venture with Insight. QUESTION: How can you have an agreement with Insight Communications if 3 MONTHS AFTER YOUR ANNOUNCEMENT you don't have an agreement defining what you will be paid? QUESTION: There seems to be a great deal of confusion as to what you might be rolling out with Insight Communications. Since you do not have anything more than a Beta of your Virtual modem internet access product - do you expect to do a full roll out with a beta product?