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Technology Stocks : FirstWave Technologies (FSTW)
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To: TEDennis who wrote (7318)12/27/2002 3:06:26 PM
From: Bob Trocchi  Read Replies (3) of 9677
 
TED...

>>The point I was making is that one of FSTW's profit margins will be squeezed by the fact that they will have to share the spoils with EL. Thus, lower profits to FSTW's bottom line.<<

I agree up to a point. The point is that SW licenses must increase to offset the drop in service revenue. Now I am not saying that SW revenue will increase enough to offset. I am saying that in a company that is selling SW and services, SW will produce higher margin than services. So it all comes down to volume. Without the volume of SE licenses, SW profits will not offset services that are bound to drop.

Have a good weekend.

Bob T.
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