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Non-Tech : Simula (SMU)

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To: wpckr who wrote (1257)	8/5/1998 6:21:00 PM
From: bigg e	Read Replies (1) of 1671

wpckr...one pretty PO'd analyst on the conference. He pretty much raked SMU over the coals. Said it seemed as though they always have an excuse from Q to Q and the timing always seems to be off. Specifically he was referring to the delay in the Blackhawk CABS contract. I thought SMU did a pretty good job not only explaining the delay but they also alluded to another CABS contract in the making. The analyst was also really prying for info as to projected ITS revenues and ramp. He really hammered them about flat sequential growth in the ITS and wanted some numbers for the foreseeable quarters. SMU would not specify the numbers but did allude to recent events concerning ITS and pretty much said the writing is on the wall as to where they are headed. They also alluded to another ITS customer but did not specifically name them. Indications were we would have that info by Q4. Good conference overall, just one perturbed analyst. Oh one last thing, they said the profits would be focused in the Airline division for next 6-12mos with focus then shifting to the ITS/Auto division long term.

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