SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : GraphOn / Unity First Acquisition Corp (GOJO)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: D. K. G. who wrote (201)8/4/2000 12:34:05 PM
From: phileasfogg  Read Replies (2) of 255
 
Hi Denis,

As you know, I already posted my sales forecast for the forthcoming quarters, see my earlier posts. I am in no doubt Graphon will make its sales numbers ($10 million is their conservative target). Btw, I liked your margin analysis which highlighted the progress in the chain reaction set by the couple of ISV contracts Walter signed earlier this year.

I shall try to make the call but being in Europe on that day, 1.30pm Pacific Time is likely to pose me a problem.

As for the content of the call,here is my guess:
i) further to Iacobucci's downfall, I would expect Walt to - either pro-actively or through the Q&A -point out the difference between Graphon's and Citrix 's business model in addressing ISVs (in view of W2K market)
ii) re-state the position of Graphon vis a vis the Linux market (to reflect the current momentum of Linux with Linux World the following week and the latest announcements with regards Caldera / SCO and Red Hat / Ericsson),
iii) elaborate on Graphon's growing presence in Asia (with the addition of Japan to China)
iv) come up with news relative to their Nasdaq listing an possibly new ISVs and/or further sales development their incumbent partners(anything new with Ericsson?).

For the Q&A, should I not make the call, can someone ask Walt the name of the new VP of Business Development. I heard news that Eric Lefevre was leaving.As Lefevre was from Corel, the appointment of his successor could hint the direction to be taken by the company.

Over to You
The Fogg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News