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Technology Stocks : Systemsoft Inc. (SYSF)

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To: Jimbo Cobb who wrote (2502)	11/4/1997 4:40:00 PM
From: David R. Lehenky	Read Replies (1) of 3529

Apparently they succeeded in convincing Micron and Packard Bell, among others. I don't see why Micron, who had the benefit of using SysWiz on a trial basis, would move forward and begin shipping it on all platforms if the trial had not proven to them that the $5 spent did, in fact, save them $10 (or $8.50 or whatever) AND delivered improved service to the customer. I don't consider the SysWiz-2.0 release a trivial event. It may well signal the availability of functionality (eg. search engine) that the big players have been waiting for before they sign up. The timing of all these things is interesting. SYSF said last quarter that the trials for Dell and Compaq would run from 3 to 6 months. Since there were significant expenses in the last quarter for these trials, I expect they started no later than the beginning of July. So, the trials have been running 4 months or so as of the end of October. The new functionality (added to today) is available. Other OEMs are moving forward with SysWiz. I think the time is right. I guess we will know for sure in about 2 weeks ;-) -Dave Lehenky

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