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Technology Stocks : Gemplus (GEMP)

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To: chmang who wrote (83)	1/5/2001 3:23:06 PM
From: 2bstealthy	of 115

chmang r: in this case... ...you are on your own. I would recommend that you look at the PR's. Then look at the .pdf (Press Release packet). I think it is on page 13 or 14. Can you say "recurring revenues?" Think of it this way: Once a PC OEM ships a box it becomes a liability. They have to suport it. That means resources and costs. There is little supporting revenue from this activity except for return business and word of mouth. But, if the customer could use the PC as a device to meter digital content (games, movies, music, software, etc.) then there would be a recurrent revenue stream available for the PC OEM to offset the after-delivery support loss. Do you know who is supplying the keyboards for Cybercomm? I think if you dig deep enough you will find it is CPQ. Dig deeper into the security and metering chip within the keyboard that can allow for these recurrent revenues.

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