Forum Archive Index - January 2001

[Gerry Tyler-Smith <g.tylersmith@ext.canterbury.ac.nz>]

Hi Ril

Thanks for your many insights, which always have a global slant, very helpful.

In regards to Commsoft, is there not a great deal of competition in
convergence software comapnies?  And is revenue collection always likely to
be a problem for them, considering a great deal of it depends on licence
fees from telcos  (which are too big to sue) and internet service
providers, which can be unreliable to the point of going under ...?

Hope the furious winter's rages aren't buffetting you too fiercely.

Gerry




 >I think this stock is looking interesting now too. I
>am interested to see that UBS Warburg rates it one to
>watch as per previous posts.
>
>UBS is a good firm too.
>
>CSG hit its targets. Collection a little slow but
>company performing to plan according to ASX release.
>
>Profitable tech, convergence company, global focus and
>forecast P/E is lower than a snake's belly.
>
>Can someone tell me what the difference is between
>this company and Telemedia which trades at triple the
>price. Same profitability, same issued share number.
>
>Au revoir mon amis.
>
>The mercurial RIL.
>
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