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Technology Stocks : Network Connection , Inc. (TNCX)

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To: Ginko who wrote (74)10/14/1997 1:40:00 PM
From: Douglas Rushkoff   of 330
 
I don't know the number to hear the replay. Maybe it's posted on Motley Fool -- someone there was bullish on TNCX.

There weren't a load of questions. They read the quarterly report, and then people kept saying "congratulations" and asking about new contracts, etc. I wish the CEO had run a bit more with the festive tone that all the kudos could have inspired.

It seems the Lockhead thing they had announced negotiations on a few months ago is in "limbo." That was the only bad thing. Lockhead sold or closed the divisions involved, so no one really knows what's up.

The South Korean, DOD breast cancer, and airline contracts have all been expanding from their original deals, which is good, and they say there are other companies talking about getting Cheetah servers.

They spoke a little about some more R&D being done -- I got a phone call, though, and didn't catch exactly what.

I was left with the impression that there's nothing truly major on the immediate horizon, but that revenue is stable and expanding, and that when another set of contracts come through, they'll be more than ready to deliver.
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