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TWST: Please give us a brief overview of your coverage.
Mr. Jacobson: I cover communications software, which involves companies
that provide software that mostly automates business processes for
telecom and enterprise customers. TWST: What is going on in that marketplace from a business perspective
at this point?
Mr. Jacobson: Generally, the space remains healthy with a good level of
IT spending and companies making investments in software in order to
accomplish two things ' establish more efficient operations and generate
and preserve revenue. And that revenue generation, to a great extent, is
through improved customer interactions and maintaining a high level of
customer satisfaction. TWST: Is that really the key driver at this point? It's retention and
margin improvement rather than new services?
Mr. Jacobson: Primarily, the software companies that I cover are
enabling more efficient operations, while creating new vehicles for
revenue generation and increased customer satisfaction. Revenue
opportunities revolve around the dynamic of the industry converging '
telecom services combined with media. Software automation helps to
deliver content through the service providers. It provides them with the
ability to more effectively deliver new services, while adding new ways
to sell things to their customers. Generally, the industry is converging
across the different forms of telecom services, such as cable video,
telephony, and Internet high-speed data converging to the 'triple play'
and the addition of wireless creating the 'quadruple play.' Convergence
creates complexities, which drives the need for operational software
implementations.
Tickers included in this excerpt: CMVT, CSGS, CVG, DOX, FILE, HPQ, HUMC, IBM, INTV, MOBI, MSLV, NTCT, OPNT, OPWV, OSS, OTEX, WITS
For more information call (212) 952 7433. The
Wall Street Transcript does not endorse any of the comments made by interviewees, and does
not make stock recommendations.
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