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Technology Stocks : RWD Technologies Inc (RWDT)

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To: DD™ who started this subject10/26/2000 8:40:25 PM
From: Byron Angel   of 41
 
Conference call highlights

Things are going extremely well for the Enterprise Systems Group. SAP business is very strong and Siebel and Documentum business was also mentioned as strong.

In the Manufacturing Performance Group, there could be a loss of some business with Chrysler, perhaps 10-15%, as a result of Chrysler budget constraints. However, they have other revenue opportunities that can make this up. For example, they are doing more work with oil refineries. Exxonmobil and Phillips66 were two refinery customers that were mentioned. They don't expect to receive any incentive payments from Ford in 2000, however they stated that they will definitely receive something in later years starting in 2001.

There will be new products coming out of the Latitude 360 group. The wireless e-learning product is just the first of these. They are currently negotiating on 2 major e-learning jobs and expect to become one of the leading e-learning companies.
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