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To: tuck who wrote (523)7/27/1999 12:34:00 PM
From: Ahmad Sinno  Read Replies (1) | Respond to of 1013
 
Tuck,

What are your thoughts on volume ?

Ahmad



To: tuck who wrote (523)7/27/1999 12:35:00 PM
From: King David  Read Replies (2) | Respond to of 1013
 
Tuck,

The crux of this Q report will be how much revenue has SONE seen from the relationships in the recent announcement. The strucutre of these deals will of course drive when the revenue can be recognized(# of seats sold or # of transactions in a data center). But my guess is that SONE will not get big money from these big players until there is some proof of concept done for each one individually and roll-outs ramp up. (The press release reads: ". These financial institutions have either licensed the product or are running the solution through the Security First Technologies Data Center.") Until then, revenue impact from the deals will be minimal and as such this Q's numbers will not be great. Maybe I'll be surprised. Who really knows?

KD