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

To: jmt who wrote (4752)	12/11/1998 10:39:00 AM
From: BarbaraT	Read Replies (2) \| Respond to of 6931

That is my recollection as well. And it was for InvestorReach via the telephone, which is our lowest revenue producer.

To: jmt who wrote (4752)	12/11/1998 1:59:00 PM
From: ER Doc	Respond to of 6931

I do believe this Broadcast.com deal may be a lost opportunity. Since that is strictly an internet service, I suppose it may be that Nasdaq would still consider sponsoring another company to provide telephone investor services. However, even if not, it isn't a great loss and I have the impression that it hasn't been pursued that aggressively the past few months. This is InvestorReach business that is being lost, as Barbara stated. TSIS currently has sixty-some InvestorReach customers, with revenues of only around $43,000/month. This is clearly not where the money is for this company. The AT&T record and replay deal alone brings in more than 2-3x that much. My concern when reading the Broadcast.com news release was whether they were becoming players in the record and replay business, becoming competitors with TSIS on that front. The way IR explained it to me was that TSIS has deals with the phone companies, so that Broadcast.com may be competing with them, but not with TSIS directly. In the most recent update, Hutch claimed to have 73% of this business, that number coming from the fact that they have deals with three of the five largest phone companies. (And advanced discussions with the other two, Sprint and ECI.) Anyway, it sounds like TSIS is in the camp with the right people. With regards to surveys, there is no competition at the present time, although it is inevitable. Right now TSIS is charging .50/survey, at a cost of only .07. With those kind of margins, no doubt it will attract others. But hopefully, with an early start and a relationship with the phone companies, TSIS can establish a large niche for itself.