Written by: Zack Miller | June 3, 2008
What do you get when a leading revenue management firm teams up with leading telecom billing solutions
provider?
A pretty neat fraud detection and prevention solution with an expert delivery team.
Reporting in Globes this morning, ECtel (ECTX) announced a collaboration with Amdocs (DOX) in which ECtel will team up with Amdoc’s system integration services to market its FraudView product suite. The software allows advanced detection of fraudulent activity as part of customer acquisition, credit risk management, and new subscriber evaluation processes. (Continue »)
Written by: Zack Miller | February 19, 2008
Zack Miller
www.IsraelNewsletter.com
As investors in opportunity, we have our tentacles to the ground (to mix metaphors) to see how world events affect our portfolio companies. IOI’s Aaron Katsman wrote recently how trouble in Pakistan could spell good things for NICE Systems (Nasdaq: NICE).
Now, we have an upgrade coming from UBS for NICE on the back of the scandal at Societe Generale. From the research note:
In particular, we view the current regulatory environment as conducive to the sale of recording systems and fraud/compliance solutions. With nearly 50% of 2008 management guidance already in the backlog, and given the strong booking momentum in hand, we see limited downside risk to consensus numbers.
We also read of a new deal signed with Go Daddy this morning to deploy a call center solution for Go Daddy’s 1000+ reps for better insight and metrics into service calls.
It’s hard to say, like NICE did recently, that a global slowdown would actually benefit the firm. In a global slowdown, this firm, like many service providers would most likely get hit as well. The nice thing about NICE though is that its focus on compliance and risk management should help it to weather the storm.
Disclosure: Author’s fund has a position in NICE as of 2/18/08.
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Zack Miller is Managing Editor of the Israel Opportunity Investor newsletter. For more information, go to www.israelnewsletter.com or call 1-888-327-6179, or email zack@israelnewsletter.com.
