Spyglass Message Board - Msg: 11295897

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Technology Stocks : Spyglass

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To: Richard Chow who wrote (1084)	9/19/1999 5:19:00 PM
From: Oska	Read Replies (1) of 1412

During Doug Colbeth's conference call discussion for the last quarter results, he mentioned that the Motorola deal was not a part of the revenue stream for that quarter in response to an analyst's question. He said SPYG had delivered the agreed product and was waiting for Motorola's action in implementation. Noted in the last few minutes of the call, I thought it was one of the most negative messages because he appeared to imply that the MOT-SPYG agreement of the previous September may have stalled. By the first quarter of next year, MOT could be a five percent owner of SPYG after completing the acquisition of General Instrument. Combined with the GI-SPYG Solution Center in Massachusetts, SPYG should snuggle more closely with MOT. The relationship should also allow enough distance from MOT for SPYG to pursue aggressive sales with MOT's competitors. I'm encouraged by this development. Another encouraging sign is SPYG's efforts with Sony as Sony has a partial ownership of Motorola, which I understand is around 12%, but I am not certain--comments please. SPYG is long-term investment for me and I believe market winds continue to raise their sails toward a growth future. All my best, Osman.

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