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Technology Stocks : Data Dimensions

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To: sheldon spivak who wrote (945)	5/1/1997 10:44:00 PM
From: Staff	of 4571

Shelly - here are the highlights of the conference call. Everyone there seemed to be owners of the stock as is was lots of fluff and yippi Zippi congratualtions on a great great quarter. . Never heard so many congrats for making 3 cents versus 2 cents but then hell I think this whole thing is goofy at this point. Here is about as non biased assessment as I can give. Conference call update: Everyone is very excited and congratulating everyone for making 3 cents instead of 2 cents. Company feels that aredes 2K needs to be used by every segment of the company using it. Not just the Y2K teams but accounting, legal and even the end user. This needs to be done according to the company to get everyone involved in the problem. Ardes 2K is being looked at in 2 phases. Phase one: They contact people and see if anyone is interested in looking at it and trying out via a starter kit. So far they are excited because several companies have decided to kick the tires. Phase 2 is someone actually purchasing the thing. Right now even though they are real exited about phase one, they have 2 customers that might buy it. They don't have any orders but feel they will come from these 2 customers. They reiterated that Ardes 2K does not fix any problems. It identifies where the problems are so that people can fix the problem with their own teams internally. There big push as that they feel that resource problems will continue to be a concern. Because lack of people will create a panic down the road, they feel that Ardes will be in big demand so people can fix the problem internally because in the end there will be no people outside available to fix it. Kind of like bubonic plague Y2K . In the end it will be total pandamonium I guess.I was the only one not scared :-) Anyway they went on: When asked how they plan to mass market Ardes k2, they basically said that so far it has been word of mouth and that has worked pretty good and they are persuing other avenues as well but nothing on any major scale at this time other than the alliences and licencing agreements people they have been working with of late.. When asked about government work, Martins proclaimes that a US Fed government sales will all be done through a resellers. They will not go after this segment of the market directly because they don't comply with the GSA schedule which is a prerequisite to getting any government work. They do not qualify and are more or less relying on Unisys at this point as possible tie they may be able to get in this market segment. What about after the year 2000? They look at integrating video and telecommunications as a business they can go into after the year 2000. Lookout SONY! They think that there are other things they can do once the year 2000 passes by. they have several idea's one of them being the formentioned as well as taking a look at the currency conversion problem but have done nothing at this time and are not activly persuing it yet. Martin made note that the company used up all the tax losses carried forward and will be subject to approximately a 42% tax rate for any additional profits the company should obtain in the future. Martin when asked if the company was in any danger of running out of money due to the rate they have been spending it he said he did not see that at this time. As long as they stay within the parameters of the business plan they have he did not feel that would become a necessity. When Martin was asked about insider selling they he said he sold 100,000 shares on a cross transaction due to the fact that he felt it was prudent to have his personal portfolio more diversified. He wanted to sold off original shares in order to accomplish this and just felt this was prudent for him at the time to do on a strictly personal basis. After this is a rehash of the same old stuff as In: Everything looks good but no specifics, no names, Martin is constantly saying - gee I really dont know the exact numbers but off the top of my head I think this and that. He's all fired up about Australia and Germany but see's that market less than 20% of combined revenue thus far. Even though- he's very excited. If resouces run thin he has Ireland as a backup. They have 25 people there and plan on adding 25 more. When asked about turnover of people he said they hired 61 and 22 have quit out of the 61 hired thus far. thats about it. You impressed? Now its your turn. Thanking YOU in advance :-) Let me know what you think! I got bored. I guess you either believe they are going to make hundreds of millions in the next 24 months or you dont. I after listening to this I need to take my company public. Hell I did better than 10 million last year so hell I ought to be worth at least $100.00/share. Seems like people are just dying to throw money at any good story these days. Thats it- I cant beleive it but they just think that making 3 cents demonstrates that everything is right on target. I thought ZI have seen it all in my life but today made me sit back and go.... nope! -- still time for one more senseless act.

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