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Gold/Mining/Energy : Nevtah/Tower Oil Intl.- NTAH

NTAH 0.00400

-60.0%

Jul 24 5:00 PM EST

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To: John Rowe who wrote (3742)	10/22/1999 10:34:00 AM
From: kramc	Read Replies (1) of 3817

John, These are conservative numbers based on orders from one venture. In my discussions with Kesonen he stated there were several big players that they'll be meeting with at the November show that are interested in pilot programs. This number could easily multiply by x factors when these players place orders. The other interesting factor here is that NTAH/Cybersensor is working with other players in the utility industry adapting flow meters to Cybersensor and CyberVIP control. I truly believe that this will take off beyond all of our expectations. Agreed it has been awhile in the making but good opportunities with long term industry leadership take time to cultivate. Certainly when Internet analysts get wind of the potential to control gas, oil, and utility flow meters over the web it will explode. The cost model for managing a large number of disparate and remote systems over the web and world wide is phenominal. This is going to catch fire quickly. I can envision hundreds of thousands of devices connected to Cybersensor and generated recurring monthly fees. Its a cash cow!! My suspicion is once several large players pilot this there will be a bid to buy Cybersensor for big bucks as it would be a certain strategic play for them to block competitors access or charge competitors for use!! Dan is on the mark here and I believe he's going to deliver us a big pay day. Only the naysayer shorters will refute this company to drive it down but in the end they will lose... kramc

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