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Technology Stocks : INTS - Integrated Systems

INTS 0.364

-2.7%

3:24 PM EST

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To: Alan A. Hicks who wrote (294)	6/16/1999 12:24:00 AM
From: John B. Dillon	of 327

Alan, I'm still disappointed with the quarter numbers, but IMHO the SUN announcement is very significant with 200 SUN salespeople promoting Dr. Design and PSOS (Sun salespeople get full revenue credit!). It sounds too good to be true. In two years they expect 50 to 100 new design wins as a result of this relationship and 5 to 10 million new devices. I wonder if this had anything to do with WIND being down today. In addition to the 200 SUN sales people, INTS has 18 new salespeople on the streets. I think, 10 are new and 8 are back fills for open slots and dead wood. 21% of the Prism seats were in new designs. 41% of the seats are in tele and data comm. New designs included Bayer, Erickson, Fujitsu and multiple new wins at HP. Matrix had new designs at GM Truck, Honda, Rolls Royce and Naval Air. The only negatives is Bosenberg stressed that their strategy will take time and cost for the Java development will affect Q2's numbers. In summary the conference call was very positive. The SUN agreement is great! It will take some time, but I'm very glad I bought additional shares at 10 3/8. jd

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