STT,
About GlobalCom, I think this will be addressed shortly. The evaluation period is almost or maybe already over with. We will know shortly. These things take time.
RE: Evaporized
The big picture at Franklin over the past few years has been to introduce a portfolio products for the digital age. The main ones have always been the Channel Bank, Cyclone, Tornado, and the DVG. These were all part of a long term master plan, and most of the items you mention were SERVICES that I believe Frank created to give the compnay cash flow to develop the "BIG PICTURE" products. Some flat out failed while others are now taking a back seat because the "big boy" of their product line, the dvg, is out of development and into the deployment stage. In an ever changing tech world, Franklin has to turn all of its energy to it best product in order to take advantage of the opportubities they now have in front of them. I believe that other products and some of the services you eluded to will "get noticed" as a result of the dvg.
No hype here STT, its dvg or death. Now or never imo. If its a succss than so will our investments, and if not vice versa. If you don't see numerous or sizeable contracts over the next few months, then run for the exits. I have a sizable bet that Frank and Co will succeed, what about you?
dh |
