Zitel-ZITL What's Happening Message Board

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Technology Stocks : Zitel-ZITL What's Happening

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To: John Kratus who wrote (12168)	10/30/1997 4:57:00 PM
From: Brad Davies	Read Replies (2) of 18263

John, I also cannot access the VCALL. Seems to me that this is a good way of keeping out the people that may ask questions that were not scripted, so they don't get any more "the contract is on my desk " type mistakes. Perhaps you could let us know if the revenues are being discussed. It appears to me that they are misleading us with the revenue numbers by including the acquisitions in this quarter, while the comparable quarter last year was just their own operations. I note as well that 1. their margins are slipping 2. their royalties are drying up 3. their long term debt is not secure based on existing hard assets (cash and short term investments) and 4. their burn rate would indicate they have enough cash to last about 5 months, assuming they do not do a financing and assuming the debtholders do not pull the plug. Please let us know if these items are addressed in the conference call. thanks, Ron

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