Technology Clients

  • Abacus/DoubleClick
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Buy-side and/or sell-side targeting
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
  • Active Software
    • Introduce “turnaround” (new mgmt., strategy or business plan) to Street
    • Image enhancement, positioning & communication for targeted audiences
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
  • Apple Computer, Inc.
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Introduce “turnaround” (new mgmt., strategy or business plan) to Street
    • Buy-side and/or sell-side targeting
    • IR strategy consulting
    • Development of internal IR tracking & effectiveness measurement procedures
    • Strategies to realign Street estimates & expectations, and establish viable benchmarks for assessing future performance
  • Autodesk
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Buy-side and/or sell-side targeting
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • Crisis consulting—mitigation of valuation declines from “negative surprises” – revenues, earnings, management issues, product quality/mfg/supplier problems
  • Bell & Howell Company
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Image enhancement, positioning & communication for targeted audiences
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
  • Ceridian Corporation
    • IR strategy consulting
  • Clarify, Inc.
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • Orchestration of all aspects (strategy, planning, presentations and post-event valuation review) of on-site analyst days & field trips
  • COHU Electronics
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Image enhancement, positioning & communication for targeted audiences
    • IR strategy consulting
  • Control Data Corporation
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • IR strategy consulting
  • Cray Research, Inc.
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
    • Start-up & pre-IPO consulting—strategy/mission/business plan & competitive positioning
  • Edify Corporation
    • IR strategy consulting
  • Executone, Inc.
    • Development of investor relations program
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Arrangement of, and presentation development for, investor road shows
    • Buy-side and/or sell-side targeting
    • Image enhancement, positioning & communication for targeted audiences
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
  • Extensity, Inc.
    • IR strategy consulting
  • FPS Computing
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Development of investor relations program
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Introduce “turnaround” (new mgmt., strategy or business plan) to Street
    • Arrangement of, and presentation development for, investor road shows
    • Buy-side and/or sell-side targeting
    • Image enhancement, positioning & communication for targeted audiences
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • IR strategy consulting
    • Generation/assessment of new ideas & approaches to the Street & financial media
    • Development of internal IR tracking & effectiveness measurement procedures
    • Strategies to realign Street estimates & expectations, and establish viable benchmarks for assessing future performance
    • Crisis consulting—mitigation of valuation declines from “negative surprises” – revenues, earnings, management issues, product quality/mfg/supplier problems
    • Orchestration of all aspects (strategy, planning, presentations and post-event valuation review) of on-site analyst days & field trips
  • Infinity Financial Technology
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • IR strategy consulting
    • Generation/assessment of new ideas & approaches to the Street & financial media
  • Information Resources
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
  • Informix Software, Inc.
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Image enhancement, positioning & communication for targeted audiences
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
  • Intel Corp.
    • IR strategy consulting
    • Generation/assessment of new ideas & approaches to the Street & financial media
  • Kofax Image Products
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Image enhancement, positioning & communication for targeted audiences
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • IR strategy consulting
  • Live Picture
    • Image enhancement, positioning & communication for targeted audiences
    • IR strategy consulting
    • Start-up & pre-IPO consulting—strategy/mission/business plan & competitive positioning
  • Quantum Corporation
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • IR strategy consulting
  • Radius, Inc.
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Development of investor relations program
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Introduce “turnaround” (new mgmt., strategy or business plan) to Street
    • Image enhancement, positioning & communication for targeted audiences
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
    • Start-up & pre-IPO consulting—strategy/mission/business plan & competitive positioning
    • Crisis consulting—mitigation of valuation declines from “negative surprises” – revenues, earnings, management issues, product quality/mfg/supplier problems
  • Savin Corporation
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Image enhancement, positioning & communication for targeted audiences
  • Sun Microsystems, Inc.
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Development of investor relations program
    • Comprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Introduce “turnaround” (new mgmt., strategy or business plan) to Street
    • Arrangement of, and presentation development for, investor road shows
    • Buy-side and/or sell-side targeting
    • Image enhancement, positioning & communication for targeted audiences
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • IR strategy consulting
    • Generation/assessment of new ideas & approaches to the Street & financial media
    • Development of internal IR tracking & effectiveness measurement procedures
    • Strategies to realign Street estimates & expectations, and establish viable benchmarks for assessing future performance
    • Crisis consulting—mitigation of valuation declines from “negative surprises” – revenues, earnings, management issues, product quality/mfg/supplier problems
    • Orchestration of all aspects (strategy, planning, presentations and post-event valuation review) of on-site analyst days & field trips
  • Sycor, Inc.
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Arrangement of, and presentation development for, investor road shows
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
  • Terayon Communications Systems
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Development of investor relations program
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Arrangement of, and presentation development for, investor road shows
    • Buy-side and/or sell-side targeting
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • Conference call consulting: planning, set-up, preparation & scripting, follow-up, assessment & fine tuning
    • IR strategy consulting
    • Crisis consulting—mitigation of valuation declines from “negative surprises” – revenues, earnings, management issues, product quality/mfg/supplier problems
  • Tesseract Corporation
    • Start-up & pre-IPO consulting—strategy/mission/business plan & competitive positioning