A fresh (not sleepy) look at the conference call.
Very large flat-bed color scanners traditionally have a run of about 50 per
year.
Today's press release shows 18 since December. C-call says 20 on back-order.
Two additional shows coming this month to showcase that product.
Libraries and newspapers both are a new market niche. Nice thing about this
is we can expect results to show by Aug/Sept. Not long to wait.
And apparently no, or at least limited, competition.
(And hey, guys, I didn't buy this company for this division, so it's a nice
surprise.)
TRC:
Though only a tiny division, the need for a lot of personel is not there.
Scan it, process it, sell it. And then re-sell it. And re-sell it again...
This is another area I questioned... wheither the Internet was really going
to be a sales opportunity.
Now I believe this is about the best product I could think of for marketing
there...
...Government forms on the web... download them, make your bid, e-mail 'em.
Sounds good. Plus the fact the government is paying for the conversion
process. That's a bonus.
GeoServices:
Hard to believe that defense spending can be looked on as a positive. But
WarSim2000 apparently turned heads when shown to the Army, Air Force and Navy
at Orlando... they all have ordered.
Interesting point here is that on the site Ed Ryder mentioned earlier there
is info on a Defense Technologies Breakfast Series in which the following
will address the future of defense:
1.) LTG Otto J. Guenther, USA Director for Information Systems, Office of the
Secretary of the Army.
2.) VADM Arthur K. Cebrowski, Director, Space, Information Warfare,Department
of the Navy
3.) Lt Gen William J. Donahue, Commander Air Force Communications and
Information Center
These guy will speak at consecutive breakfasts with interactive Demos
following.
Theme for all will be:
An eye-opening look at tomorrow's military.
WarSim2000?
I wonder?
The interface having the look and feel of MS Office is indeed a positive.
And the C-call gives a different take on the relationship with Oracle. I had
thought that Oracle was trying to reverse-engineer to keep from paying
royalities. But, no. SCNG is reverse-engineering in order to give Oracle
different "modules" to use as "plug-ins." So royalities should be intact. And
programs extended.
Overall, I'm encouraged.
This mornings news, tho small indicates the core business is doing well. And my, the stock is reacting well.
Jerry |
