Tut Systems, Inc. (TUTS) Message Board

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Technology Stocks : Tut Systems, Inc. (TUTS)

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To: Joe Donato who wrote (219)	8/23/1999 2:56:00 PM
From: Kevin Sullivan	Read Replies (1) of 293

I suspect that the value of any forward licensing deals will lessen due to loss of the 2.0 spec. OEMs are under heavy pressure to keep current with their technology features. OEM revenues, as I recall, were suposd to become a substantial portion of all their revenues. That did not happen in the last quarter. Now, the question is, will it ever happen? Without volume licensing proceeds, TUTS future looks less appealing to me.

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