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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: EdR who wrote (21645)3/28/2000 11:08:00 PM
From: David H. Zimmer  Read Replies (1) of 54805
 
Ed:

I can go a little further than mathemagician did on the upcoming INTF numbers. I have no doubt that they will exceed our numbers and, quite frankly, thought about increasing this and next quarters' numbers but thought that would be confusing.

During the October - December quarter INTF revenues were hurt by Y2K. Nonetheless, the company still showed a 350% increase in L2i revenues. That will probably be the smallest annual quarter to quarter increase you will see until next year at this time. Expect L2i revenues on an annual quarter to quarter basis to meet or exceed a 500% increase . . . next quarter could very well be significantly higher than that.

On a sequential basis I would be surprised if the increase is less than we predicted and more than likely will approach 75% . . . the business has been flowing.

Also, with respect to Killen, they wanted Nero to do a webcast for more than four months . . . he simply did not have the time to do so. Stay tuned and to this thread . . . thank you for your consideration and for your interest in INTF. It appears that INTF is about to get moving with its second major partner ORCL in the near term.

Pleasure to meet you finally today. Looking forward to your final designs on the website and thank you for being a friend.

David
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