Todd Thompson, an equity fund, a researcher at Strategic Investment (SI) is, with his Friday train ride home on his earnings model for First Call note work. He logs in to his client, Charles Buron, running his estimate and get some feedback. He has developed a good working relationship with Buron, an investor relations manager at Notel. Buron cuts the conversation short and Thompson warns that one of his company institutional seller has the model numbers leaked out to its customers. Disturbi more … Read more »

Todd Thompson, an equity fund, a researcher at Strategic Investment (SI) is, with his Friday train ride home on his earnings model for First Call note work. He logs in to his client, Charles Buron, running his estimate and get some feedback. He has developed a good working relationship with Buron, an investor relations manager at Notel. Buron cuts the conversation short and Thompson warns that one of his company institutional seller has the model numbers leaked out to its customers. More worrying is that SI is put a contribution model to a much lower value than the company expected. Thompson needs guidance of Buron. If it comes with a note that contradicts Notel model, it could create a stir in the investment community. Contact Thompson at Notel always provided leadership, but this relationship was the TRI-CREF and Vanguard has been compromised by institutional colleagues of Thompson leaked information. In addition, Thompson has been invited to present his model of customers brass on Wednesday. He needs the feedback of Buron. Thompson has to decide what should be his next step. This case offers the opportunity to problems and issues surrounding the management of communication and customer relations to discuss. See also the B case “Notel: Stop Talking (B)”. (UV1515)
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from
June West,
Gerry Yemen
Source: Darden School of Business
9 sides.
Release Date: 22 March 2001. Prod #: UV1509-PDF-ENG
Notel (A): I speak HBR case solution

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