Add a New Bulls Reason

Company: VASCO Data Security International (VDSI)
Current price:
Headline: (100 character max)
Analysis:
Cancel
100%
agree
1 votes

  "Attractive, service based business model and very limited competition"

Attractive, service based business model that provides strong visibility via a large backlog revenue. Order backlog for Q407 of $33.4 million is best in the Company’s history (55% higher than the $21.5 million backlog we had when entering the fourth quarter of 2006 and 33% higher than the $25.2 million in actual sales reported for Q4 2006). Competition is limited, with RSA Security, a subsidiary of EMC, as the company's main threat based on comment's from management in recent conference calls. However, Vasco has mainly focused on the European market, while RSA Security has mainly focused on companies in the United States.

(100 character max) Cancel
0%
agree
0 votes

  Attractive, service based business model and very limited competition

Attractive, service based business model that provides strong visibility via a large backlog revenue. Order backlog for Q407 of $33.4 million is best in the Company’s history (55% higher than the $21.5 million backlog we had when entering the fourth quarter of 2006 and 33% higher than the $25.2 million in actual sales reported for Q4 2006). Competition is limited, with RSA Security, a subsidiary of EMC, as the company's main threat based on comment's from management in recent conference calls. However, Vasco has mainly focused on the European market, while RSA Security has mainly focused on companies in the United States.

(100 character max) Cancel
0%
agree
0 votes

  Increased need to protect against identity theft

Increased need to protect against identity theft and other forms of e-fraud. The growth in electronic banking and electronic commerce, and the increasing use and reliance upon proprietary or confidential information by businesses, government and educational institutions that is remotely accessible by many users, has made information security a paramount concern.

(100 character max) Cancel
0%
agree
0 votes

  Catalysts due to increased government mandates

Catalysts coming from increased government mandates from countries around the world. Examples include the Hong Kong Monetary Authority (HKMA), the Hong Kong Association of Banks (HKAB) and the Hong Kong Police Force (HKPF), which jointly issued statements regarding the use of two-factor authentication for internet banking. In the United States, the Federal Financial Institutions Examination Council (FFIEC) issued guidance for Strong Authentication/Two Factor Authentication in the Internet banking environment. Financial institutions were expected to achieve compliance by year-end 2006.

(100 character max) Cancel
Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki