Rick Juarez Talks at the BancBoston Robertson Stephens Investing
In Innovations Conference
SAN FRANCISCO, August 2 /PRNewswire/ -- The following is being issued by
BancBoston Robertson Stephens:
Rick Juarez, senior eCommerce services analyst at BancBoston Robertson
Stephens, today addressed an audience of over 200 institutional investors at
the investment bank's annual Investing in Innovations conference in San
Francisco, Calif. In his presentation, Juarez advised:
* We have accurately predicted the dramatic impact of CSPs(TM) (Commerce
Service Providers) and their related business models in our Virtual
Bricks(TM) report (4/2/99)
* We believe that the CSP focus on business-to-business eCommerce services
has a significant market opportunity
* The rise of CSPs and their Virtual Bricks(TM) offerings (infrastructure
and services) are a response to the shift in focus of general-economic
activity
* Businesses will be forced to evaluate their delivery capabilities; many
will need to look externally for the skills and services to remain
competitive
* We see four catalysts that will drive the CSP market and continue to
benefit scalable models: 1) emergence of the Trusted Agent Commerce
(TCA) (TM) model, 2) growing availability of Data Tone(TM) (high
quality, reliable data service quality), 3) the need to fully enable
eCommerce, and 5) growth in the outsourcing trend
Our top five predictions for the space:
* Businesses will move to outsource access, hosting, and applications
management
* Email will overtake voice as the primary means of initial contact
* The race to differentiate services will accelerate consolidation in the
industry
* Solutions that support the brand franchise of companies will be favored
over solutions that challenge or eliminate
* DSL/Cable service will push bottleneck from the end points to the
network and hosting centers
Clients interested in receiving a copy of Virtual Bricks(TM) and other
information should contact their salesperson at 415-781-9700.
BancBoston Robertson Stephens, the section 20 subsidiary of BankBoston
(NYSE: BKB), is a leading international investment bank focused on growth
companies in the technology, life sciences and healthcare, information and
business services, retail and consumer products, real estate, media,
telecommunications, broadcasting, and gaming and lodging sectors. The firm's
45 equity research analysts cover more than 600 companies. Since its founding
in 1978, BancBoston Robertson Stephens has raised over $52 billion in initial
public offerings, follow-ons and convertible offerings. The firm has also
assisted in over 400 mergers and acquisitions transactions valued at more than
$77 billion. BancBoston Robertson Stephens began its high yield securities
business in February 1997 and since that time has completed 69 transactions,
including 15 lead transactions, raising more than $12.6 billion. BancBoston
Robertson Stephens has offices in San Francisco, New York, Menlo Park, Boston,
Chicago, London and Tel Aviv.
The following synopsis is qualified in its entirety by the more detailed
information contained in the full research report, including the discussion of
certain risks associated with an investment in this security contained in
"Investment Risks."
The information contained herein is not a complete analysis of every
material fact respecting any company, industry or security. Although opinions
and estimates expressed herein reflect the current judgment of BancBoston
Robertson Stephens, the information upon which such opinions and estimates are
based is not necessarily updated on a regular basis; when it is, the date of
the change in estimate will be noted. In addition, opinions and estimates are
subject to change without notice. This Report contains forward-looking
statements, which involve risks and uncertainties. Actual results may differ
significantly from the results described in the forward-looking statements.
Factors that might cause such a difference include, but are not limited to,
those discussed in "Investment Risks." BancBoston Robertson Stephens from
time to time performs corporate finance or other services for some companies
described herein and may occasionally possess material, nonpublic information
regarding such companies. This information is not used in the preparation of
the opinions and estimates herein. While the information contained in this
Report and the opinions contained herein are based on sources believed to be
reliable, BancBoston Robertson Stephens has not independently verified the
facts, assumptions and estimates contained in this Report. Accordingly, no
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SOURCE BancBoston Robertson Stephens
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