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Technology Stocks : FRANKLIN TELECOM (FCM)

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To: David D. who wrote (186)4/6/1999 4:08:00 PM
From: Seth L.  Read Replies (1) of 2891
 
David with out a doubt you hit a couple of great points. At this juncture however all orders large or small are welcome. Remember the smallest of orders could be a prelude to a much larger follow-up order. Sell them big and small but keep pushing product out the door. It all adds up.

I want to add my opinion to #2 if I may. You stated"2. Because of #1 above, there is uncertainty as to what is going to happen in the next and subsequent quarters. Revenues could tail off due to lack of future orders. Also, FNET has not dumpped significant revenues into the mix. That has been a bit disappointing as it was believed that FNET revenues would be substantial and so would FNET margins.

I see no reason yet to get nervous about subsequent quarters revenues. FWIW I fore see growth for the next few quarters in both hardware and Fnet usage and expansion. FNET is a growing entity. I was very disappointed with what was reported last quarter. I am hoping for a better number each and every quarter for many many quarters to come. I am not disagreeing with you I am just offering my observation and guess. Not that I am right its just that I have a big mouth.GGGGG

Sethy
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