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Gold/Mining/Energy : Telepanel Systems - TLS
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To: Len Hynes who wrote (739)9/14/2000 10:16:00 AM
From: J Stone  Read Replies (1) of 948
 
**Why are you expecting significant developments to be so delayed...we have ~ 4 long month's to go.**

Just going by the press releases. Rollouts of technology always start slow. Because of the competitive advantage issue, no major announcement can be made related to these rollouts until at least a few stores are up and running and it becomes apparent to the competition what's happening. Additionally, there's the budgeting issue. IT departments can't spend tens of millions of dollars at the drop of hat, regardless of the payback. So, if money wasn't initially budgeted for this year, then it gets budgeted for next year and that's when installations can really take-off.

FWIW

Jeff
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