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Technology Stocks : Insignia Solutions (INSG)

INSG 10.85

+4.1%

Jan 12 3:59 PM EST

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To: Bert Zed who wrote (601)	1/27/1999 6:38:00 PM
From: Prognosticator	Read Replies (1) of 1606

The main sale of NTrigue took place in Feb 1998, so the increase in cost of license revenue probably can't be explained by that. I don't know why it increased, but I'd like to. Maybe licenses to Sun for the Java technology (not likely), or maybe the margins on SoftWindows are not good, and they pay Microsoft for licensed technology (speculation). Anyone at Insignia care to shed light on this, or anyone in Europe care to call Insignia during working hours (Irishman!). What do you make of the $9MM held in escrow under the 'Cash and Cash Equivalents'. Probably proceeds from the sale of NTrigue, but why in escrow? Don't they trust themselves not to spend it <grin> Cash burn seems good for 6 quarters, and if they haven't succeeded with JENE by then, its 'Goodnight & may your God go with you'. P. Nothing out of the ordinary, although 1 thing did catch my eye. The cost of software license revenue has risen sharply from 41% to 64% for the year and from 48% to 70% for the quarter. Anyone hazard a guess as to why. Probably due to the selling off of one section of the business which may have had very good contribution.....

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