To: Mr. Park who wrote (169 ) 4/20/1999 2:55:00 PM From: Joe-MA Read Replies (2) | Respond to of 378
Icy, the post below is from ch_trader #88 on Yahoo..... INTASY does NOT serve the entire Vodafone Group Plc. - the revenues from this would be enormous. They have, for many years, served the Irish subsidiary of Vodafone which happens to have the same name (this was cleared up for me years ago by INTAF staff). Back then, INTAF would never dream of even trying to serve a giant like Vodafone Plc. becuase their system was geared for small volume companies. Even 1.5 years ago management told me flat out they really had no big interest in the big companies (competition from larger billing support/service companies is fierce). In the last year, this has changed. I suspect the deal with Data General and some changes in the billing software, along with simple growth of the company has made this possible. The speculation put forth by the silicon investor post still holds. Don't forget that in 1996, David Henning, who used to direct Vodafone Plc's cellular sales and services worth $500 million, came on-board to INTAF management. The connection to Vodafone is therefore strong. It only makes sense that after Vodafone's deal with Airtouch there would be a reviewing of the billing systems and an attempt to consolidate all billing into one system (efficiencies of scale are obvious). If they did select INTAF, the business impact would be huge. But I highly doubt that this is the news to be put forth this week or next. It is pure speculation in it's worst form. I think the Vodafone / Airtouch volume is simply too big for a small company like INTAF to support. Then again if this does happen, the stock would be fairly valued at something like $30 to $40,if you compare how many subscribers INTAF deals with now. I expect other news to send the stock up. Good luck to all.