APIVIO SYSTEMS INC V.APV

Potential

[LauraDover]

Interesting conference call.  He said that there was potential for APV to move into the space left by Polycom (after its acquisition by Mitel).  Polycom provided asterisk-sip (?)  phones to many of the major players (mitel, cisco, nec, ...) but now many of them would see Polycom as a competitor, so that particular niche needs filling, and he thinks that APV is well-positioned. 

He also thought that there was a potential for 200,000 phone sales through NEC,  which at $150 per phone would come to 30 million dollars in revenue.  But significantly more money will be made from the apps that could be downloaded for the phones. Also, APV is not restricted to working with NEC. 

Anyway, that's what I heard,  please correct any errors/oversights

[93Darkhorse93]

Great information, I never thought about the Polycom business but the way you lay it out makes sense.    The reoccurring revenue stream from the app sales is the item that is so intriguing; they could just take the cash generation from this business and the Korean Business to fund R&D and North American expansion.    The North American market opportunity has a potential of

[LauraDover]

. He did say that they were basically finished the difficult part of the setting up process with NEC. And that once you got everything set up it could mostly run itself. Also that having gone through this process with one channel partner, future such arrangements should go much more quickly and smoothly. (this is me paraphrasing). There was a learning curve. I just found this interview with midas

[93Darkhorse93]

Sounds like the hard work is done, that was a good link to that interview. As a long term shareholder that is what you like to hear. We going to grow within are means in a way that doesn't exhaust existing resources or endanger the underlying business model. Let's just say hypothetically they can grow re occurring revenues from subscriptions and apps to 5M run rate. Slap a 2x sales value