Colleague Catharine Trebnick has followed our industry for many years, primarily as a financial analyst. She knows it quite well and is currently a Principal at Boston-based investment bank America's Growth Capital.
They recently initiated coverage on these companies, and Catharine's reports have just been published. I've had a chance to review them, and aside from her strong company-based coverage, her reports provide a solid overview of the markets these two pure-play companies compete in. Basically, she's saying that Acme is still a good growth story, and Veraz is on it's way, but is definitely in a tougher environment.
Catharine has been nice enough to share her reports with those who are interested, and I'm nice enough to extend this to my readers. So, if you'd like to follow up, please contact Catharine directly by email, and she can take things from there. And if you do, I'd love to hear your thoughts on her coverage.
P.S. Look for another post in the next few days about something else I'll be doing with her firm...
Technorati tags: Catharine Trebnick, Jon Arnold, America's Growth Capital, Acme Packet, Veraz