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Gold/Mining/Energy : Linmor: managing voice & data networks

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To: sPD who wrote ()2/29/2000 11:12:00 PM
From: CuGeo  Read Replies (1) of 177
 
Re Potential Revenues

Revenues for the quarter ending Dec99 were only $1.9 million. However the ATT contract only started installation in late November so only contributed for 1 month. I'm not sure about the start for revenues from MCI, Nextlink, Pairgain, Rebel.com, or Digital&Wireless contracts that have also been recently signed. The current U.S. target market however is approx $750 million and is one of the fastest growing areas. Linmor's "Nebula" product is the current leader offering both "real time network management" and the necessary "scalability" that is now required by large scale telcos. LIR's objective is to capture the lion's share of this market and with the credentials of those above who have already selected "Nebula" they are the favorite to do so. Current market cap fully diluted is only $200 million US with the potential to generate $100 million in revenues quite easily. If anyone sees any holes in this story I would love to hear them.
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