|Moderated By: Adam Smith -- (Not Moderated) -- Started: 4/4/1998 12:05:00 PM Revision History|
Vertel is a market leader in the emerging space of packaged software solutions for OSS/TMN network management. Vertel emerged from RETX (April 98).
Company provides advanced telecommunications management network solutions (TMN) including communications infrastructure products, network management platforms, and applications software for telecom carrier networks worldwide.
TMN market expected to grow from 500MM in 97 to 2.3B in 2000. Most of the current products are developed in-house and Vertel sells a set of objects that provide huge productivity in adding new features to telcom networks. Vertel is currently selling at a large discount to other companies in this space such as DSET, Crosskeys, and Concord.
I believe Vertel has 10xbagger potential because:
TMN market space exploding in growth and telcos buying instead of making
Telcom Deregulation and M&A Activity within telcom
Excellent management team incented by stock options
Superior Object base component software with great references
Royalty based business model recurring and new license potential
Sales and marketing partnerships with MSFT and HP
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