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Technology Stocks : Zitel-ZITL What's Happening

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To: Chi-X who wrote (1407)12/4/1996 1:04:00 AM
From: Steven M. Kaplan   of 18263
 
The Stewart Report Hotline was updated today with the following:

Dec 3, 1996 - Stewart Report Update:

Stewart says MD already has two production modules beyond alpha, beyond beta, already rock and rolling
Another prod facility in texas (dallas?) but this is sort of at the level of rumor
Comment on Esping: great at business, not so great at pr, ans that is why price of brcp languishes
His sources say zitel has 4! mobile units (code-conversion trucks) ready to roll
jp morgan has fashioned a y2k index!
Jan 6: MD will unveil its tech to the world
Titow knows what he is doing; msft type rollout (old news) big splash etc.
MD code conversion now occurring at multiples of million LOC/hr!!
Rumor on Chicago meeting, where Gartner will present--stewart says this rumor about MD is false , however, stewart seems in dark about what we know about gartner, so who knows?
MD has 20-30 code conversion customers in bag
Governmental, and Fortune 100 companies will endorse MD's tech
Schick is no longer at gartner group; stewart infers this means he will be joining Zitel or Viasoft
Stewart says a possible short argument in future is IBM's coming stuff--contains a software package that is mostly front-end . There is some code-conversion that is 30k LOC/hr--laughable.
After jan 6--fastest rev ramp in history (where have i heard that before?)
Zitl may increase stake to 40%+ in near future
Stewart has another source that will report to him next week
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