Francis Gaskins
Francis Gaskins
example good
It's a good example of a leveraged buyout that actually works.
compare compound customer flat good grow growth intensely march nice quarter rate sales sign until
They need to grow their customer base, ... They had a nice compound growth rate until you compare the March 1998 quarter with the March 1997 quarter. March 1998 sales are flat with the year-ago quarter. That's not a good sign in an intensely competitive industry.
gas natural
They have high-quality natural gas there, and it's just in the right place at the right time.
life recurring revenue visible
They get two-thirds of their revenue from the aftermarket, which is a recurring revenue stream. They have visible recurring revenue over the 30-year life of these aircraft.
demand goes increases oil price production
They do production drilling. In the U.S. and Canada, when the price of oil goes up, it increases demand for their services.
anyone area broadband hot selling sells top
They're in a hot area and they're selling to top customers. Anyone is hot that sells to broadband markets.
anybody brutally buy companies grow market niche
They're in a brutally competitive market. I'm not going to buy anybody that's not a market leader. They say they're going to grow by acquisitions, but I don't know how many little niche companies are out there that they can grow.
accounts busted good phone web
They really busted into the big leagues. And accessing Web accounts over the phone is a good idea.
data sweet voice
Accelerated is in a really sweet space, ... They're a voice and data gateway.
company focused internal
You don't see that in a company that's focused on internal growth.
against beast odd
This is an odd beast overall. There's a lot going against it.
customer looks loyalty people record
Some people would say Software.net looks suspiciously like the record business, but there is no customer loyalty in software; it's all about price.
aol guys took
I think AOL took these guys to the cleaners,
business model work
If the business model doesn't work out, then it's bye-bye, Software.net.