Marc, I've seen this Intel/Phoenix agreement. You'll note that
they list the MINIMUM yearly revenue from Intel, and that is the
number Phoenix uses in their overall business projections . I think
if it was SYSF, they would have listed the MAXIMUM revenue
(which is impossible to determine, but there are a lot of naive
investors).
I've read the agenda on the Sept. 24 Intel conference and the
associated product rollout press releases on the "help desk"
product for Intel's LANDesk (which will be shipped shortly after
the conference). The product is based on DMI software and the
development supposedly is being done in Hillsboro, Oregon.
Phoenix, under their joint-development agreement, has its office
in Hillsboro, Oregon and one of the products licensed (to be
jointly developed with Intel is DMI).
The interesting thing is that Intel will be promoting their own help desk
product on Sept. 24, they list Systemsoft as demonstrating a "help
desk" product, yet the Intel product seems more likely to have been
co-developed with Phoenix than SS.
Nobody at Phoenix or Intel will confirm anything other than Phoenix
will be at the conference (Phoenix is almost the opposite of SS in
terms of pre-announcing things). Maybe neither company or both
will be promoted. In the mean time, I'm glad to see Phoenix already
working with NEC/Packard Bell (the second largest PC manufacturer
in the world) on Cybermedia-based, market-proven "call avoidance"
software. In the mean time, SS is still at the starting gate with
big PC makers such as Wang Computers (I haven't even seen one
lately). |
