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Gold/Mining/Energy : Certicom Corporation (TSE:CIC, NASD:CERT)

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To: Tom Drolet who wrote (1562)3/9/1999 9:36:00 AM
From: Frank Ferrari  Read Replies (1) of 4913
 
Tom,

I think you are right it would be nice to see higher OEM revenues, but they continue to sign up new OEM contracts. The Bellsouth/Fidelity pager system is advertised extensively on the net (next time I see it I will post a link) and should begin to contribute to revenue soon. As far as I can tell this is the quickest that CIC was able to get a customer up and running, so the consulting service adds to revenue on both the service side and the OEM side. I think this a winning business model. If the price softens I am going to add from here, if it stays steady I am going to wait and see.

The conference call should be interesting, I think revenue is a little light, I hope they stay positive and don't try to damper expectations to dramatically.

Cheers
Frank
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