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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (8527)5/7/1998 4:53:00 PM
From: Oeconomicus  Read Replies (1) of 18691
 
Roger, sorry you couldn't attend FSTW. Was looking forward to meeting you.

Pretty routine (unless people didn't know MacIntyre is now Chairman in place of Brock). We got a demo of NetGain (if I were a salesman...) and heard from Wyse and Honeywell (by phone) on how/why they selected NetGain over other products (very positive live testimonials).

They expect the beta testing (Wyse and Honeywell) to be at the heavy usage "see if you can break it" (my words) stage by mid-June and modest revenues from it in the third Q, picking up from there. Losses are expected to continue for the next 2 Qs, with Q4 looking to be in the black.

Overall, I liked what I saw/heard and will patiently accumulate (FWIW).

Regards,
Bob
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