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Gold/Mining/Energy : Certicom Corporation (TSE:CIC, NASD:CERT)
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To: Ron Schier who wrote (1564)3/9/1999 10:51:00 AM
From: Tom Drolet  Read Replies (2) of 4913
 
Ron: A little more on my understanding of today's announcement on Q3 financials.

Nothing has changed on my belief that CIC is a major long-term winner.

That said, I have seen a number of situations with other companies that have underscored the necessity of Management of growth oriented high tech companies to be as clear as business confidentiality's allow with analysts and shareholders on Revenue/profit expectations AND timing.

I personally believe that the revenue model and the end goal of high rev/high margin returns are there and clearly anticipated.

I do not believe we are getting enough from Management re the timing of those returns.

I am waiting for a better show and tell about marketplace realities re OEM take off. Enough bland generalities. If, as most of us have come to believe, CIC has the products/services, has the implementation team, has the R&D and has the Standards (ANSI) underpinnings-- then what's wrong with some straight talk on the market realities for revenue growth. I certainly don't want the stock to get ahead of itself. I certainly do want to be able to figure out better where it should be at today.

They have a great opportunity this PM at 2:30-- hope they use it.

Until we hear more Ron, I don't doubt your logic of selling out for the interim
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