Last month I was queried twice by consultants at Bain and Company who were working on an analysis of the E911 market. I suggested they speak to some service providers, but they were insistant that I was a better source of information on what the market promise is for E911.
While they didn’t disclose the client, I wouldn’t be surprised if West was the client, for as I think about it, the questions framed out more like what West, an outsourcer of teleservices would want to know. Now that they have purchased Intrado things come more clear.
My view on this, like that of Rich Tehrani, is that this is a very interesting combination of companies. West clearly wants to transform from what they have been to what will be in the future.