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Technology Stocks : Spyglass
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To: bobgh who wrote (1295)12/9/1999 5:14:00 PM
From: Art Bechhoefer   of 1412
 
To Thread: I spoke by phone earlier today with Beerbower, who is in charge of investor relations. He says that the two biggest revenue producers at present are Microsoft (for its screen phone project, not for other projects like the recently announced deal with Ericsson), and General Instrument (interactive TV). Both software and services are being provided, with services billable on an hourly basis. Seems to me that the revenues generated should show up in the next financial statement and should look even better than that for the last quarter. Beerbower was quite upbeat on future prospects because good software people are hard to find, and companies prefer to outsource their needs to firms like Spyglass.
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