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To: Frank Ferrari who wrote (1576)	12/7/1999 12:01:00 PM
From: pat mudge	of 2702

frank -- Yes, I read the Certicom comments and agree it smells of manipulation. Lots of the same re: NN. As for comments regarding strength in Q4 versus Q1, from my CC notes: Q: Growth in orders, linear throughout quarter? A: Seeing increase toward end of Q. 4Q is large booking quarter. Nokia, Ericsson, Nokia. Q: Backlog is 13.9 million. "Pretty healthy." Right on track. Largest orders happen in Q4 --- that's at low end. Will be higher at end of Q4. Q: (re: RFPs being evaluated) Same thing for subscription market? A: Expect to have substantial orders in Q4. Also "some good orders 2 to 4 quarters out." Comments regarding Nokia: Q: Nokia, Motorola, what's relationship? A: Nokia, we're valued supplier. We literally lift our shirts/skirts. They do the same. We share technology. Q: Engineers going to Nokia? A: Yes. We had 3 there last week. In fast-paced world, there is a lot of partnering. We are privileged to be with our partners. . . . "Thank you for tuning in. . . hopefully when you tune in for fourth quarter you'll be very very pleased. Expecting a strong quarter." This is for those who weren't around for the CC. Pat

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