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TWST: Would you give us a brief historical sketch of the company and a
picture of the things you're doing at the present time?
Mr. O'Brien: Amdocs has been in business for almost 25 years. In that
time, we have come to be the number one provider of software, services
and system integration to communication service providers (CSPs), which
are defined as the very large telcos or Tier 1 telcos, such as British
Telecom, AT&T, Vodafone, and Bell Canada. In addition, we also provide
services to some of the larger cable providers and satellite companies
like DirecTV, Comcast, and Cablevision. What we do is provide them with
products, services and solutions that help them interact with their
subscribers and build stronger, more profitable customer relationships.
The systems we install, primarily BSS (business support systems), are
the IT systems that help our customers interact with their subscribers.
Our products and services encompass the entire subscriber lifecycle
within the CSP. From the beginning of the CSP's relationship with its
subscriber (including the type of sub they should target), through the
ordering and service fulfillment process, and all the rating, billing,
revenue management, and customer service aspects of managing millions of
subscribers, these are all areas Amdocs covers. TWST: Would you describe the competitive landscape and the advantages
that you enjoy within that?
Mr. O'Brien: We are the leader in our market and the partner of choice
to many of the world-leading service providers. Since we bring to the
market something nobody else does, this directly bears on the kind of
competition we see in the marketplace. Our unique business model is a
combination of license and services. We not only sell the software
developed by ourselves, but we also provide the front-end personnel to
support the implementation and customization process, as well as the
ongoing support of the system once installed. As a result, we find
ourselves competing with software companies and with system integrators
or service companies. On the software side, we see some competition from
companies like Oracle, for example, on our CRM product or CSG in some
cases on the rating and billing side. We also compete in some ways with
the in-house IT departments of the big carriers because we are doing
work today that historically might have been done internally in the
past. However, they are realizing that there is a real shift here from
make to buy and it is much more effective and efficient for them to buy
systems from us than it is to try and build these on their own. We also,
of course, on the services side, compete with the large system
integrators like Accenture and Cap Gemini.
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For more information call (212) 952 7433. The
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not make stock recommendations.
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