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Technology Stocks : FirstWave Technologies (FSTW)
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To: Mike M who wrote (7850)2/4/2003 7:37:25 PM
From: TEDennis  Read Replies (4) of 9677
 
I'm preoccupied on a project, so haven't had a chance to do anything other than skim the PR. Will listen to the CC replay this weekend when I have time to analyze what the heck it means.

There's something in particular I need to contemplate, because it doesn't sound rational ...

They hired 10 more folks to do the knowledge transfer of the new product to FSTW from Extreme Logic (or Extreme Networks if you're a broker with no clue as to what the company does or what firms it might form an alliance with). I wonder whether those people are intended to share time equally between R&D and Professional Services, or whether they're supposed to be primarily involved in one or the other activity. How could they use 10 more developers on a product that was supposed to be "launched" in November? Serious enhancement plans? But, why enhance it ... since they're saying that it's no longer a feature war?

Professional Services revenue should actually DECREASE, the way I see it.

This new product is supposed to take only ONE programmer per business analyst instead of the FIVE that the old product did. (Old? It was announced just last summer!)

So, to INCREASE Professional Services revenues from the current level with only 1/5 the necessary staff per project, they'd have to MORE than QUINTUPLE the number of product licenses.

Whoa, baby !!!

Quintupled licenses means tons more license revenue.

This sucker's going to the MOON !!

Ain't logic grand?

TED
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