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Technology Stocks : INTERFACE SYSTEMS (INTF) GETTING INTO EBPP?

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To: King David who wrote (861)1/26/2000 1:12:00 AM
From: David H. Zimmer  Read Replies (1) of 1203
 
Snowing up in the Greenwich area. First time in three years. And now, back to INTF.

The annual reports have been sent. The Killen ESP report is on its way. Earnings due on Monday and the flood of news will then begin.

Bob Nero abides by the rules and one of the rules is the "quiet" period. Thirty days prior to the release of earnings a "quiet" period exists wherein most ethical corporate managers simply do not release news. nero is one of this managers and is to be commended for his actions.

The only number of any consequence in this quarter's report involves the revenues generated from the "L2i" segment on a sequential and annual quarterly comparison basis. in addition, given the fact that the only remaining continuing segments of the company include "L2i" and "CLEO", I would expect that the gross margins would increase as well. We will also get a pretty good idea of the revenues generated in the "L2i" segment as the only revenue to extract will be from CLEO.

In short, this report will enable analysts and ourselves to better value this company. CKFR bought out BlueGill for 50 times "future" annual revenues of $5 million. we are worth no less and probably more.

Expect our partnership relationships to begin adding revenues in the April through June quarters with sequential quarterly increases of no less than 40% to 50% thereafter. This revenue comes to INTF at significantly higher margins than past revenues. What Nero has created is a cash machine that will keep on spitting out money.

Expect interest to develop in this stock as the Russell continues to rise. It is perfectly situated in the EPS and EBPP marketplace, an area that will grow significantly in the coming years. Also expect INTF to be owned by another company within nine months.

Let it snow, let it snow, let it snow. It is beautiful outside. I think I'll go walk the dog.
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