IRI – Integrated Research | Aussie Stock Forums

Ok here I go sticking my neck out, but something tells me there may be something in this stock.

I’m surprised there is no thread for this company which launched in December 2000. Perhaps it was because it halved its sp in the first 6 months and was regarded as being ‘on the nose’.

However, 6 years later it seems that it might onto a good thing. Here we have a software company, known for it’s Prognosis product.

As such they support:

  • Automated teller machine and EFTPOS systems
  • High reliability HP NonStop server infrastructure used by banks, stock exchanges, telcos and healthcare organizations
  • Business-critical computer applications running on Windows, UNIX, and Linux server infrastructure
  • Large-scale IP telephony and Voice over IP (VoIP) networks
  • Web applications such as internet banking and online shopping

Now here’s the kicker:

From FN Arena:

Among Integrated’s clients are four of the world’s largest stock exchanges, four of the largest banks, six of the largest telcos, five of the largest oil companies, three of the largest computer manufacturers and two of the world’s biggest airlines. From British Airways to Citibank, from General Motors to the New York Stock Exchange, from MasterCard to Deutsche Telecom, we are talking the big boys.

and

Global companies are already recognising the benefits of Prognosis software as a tool within fledgling VoIP systems. Clients include Boeing, British Airways, JP Morgan Chase, Lehman Bros, HSBC and Airbus. But another interesting trend is that global telcos have come to realise that they are fighting a losing battle trying to retain traditional telephony clients when VoIP is on its way to revolutionising communications. Thus they, too, have been forced to get in on the act, such that companies like AT&T, BellSouth, France Telecom and Deutsche Telecom have become “managed service providers” (MSP) of VoIP technology. Typically they will manage Cisco, Avaya and now Nortel systems. But these suppliers typically do not include the sort of management tools within the system necessary for the “power user”. Thus the aforementioned telcos all use Prognosis software.

Integrated Research is Australian having its entire software R&D and marketing, and nearly all of its management, are located in Australia – but drawing 97% of its business from offshore. Integrated is an “exporter”. We could do with a few of those!

Any views out there?

Sources:

http://www.ir.com/Investor_Relations/page__1797.aspx

and

Integrated Research Finds Its Voice

FN Arena News – May 30 2007 By Greg Peel

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