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Technology Stocks : CrossKeys Systems Corp [CKEY and CKY/TSE] -- Ignore unavailable to you. Want to Upgrade?

To: Francois Lavoie who wrote (619)	12/16/1999 1:42:00 AM
From: Francois Lavoie	Read Replies (1) \| Respond to of 792

CC notes Slides: vcall.com Hosts: Steve Spooner, CFO and Ian McLaren, Pres-CEO. -Gross margin increased from 71% to 80% sequentially. -70% of sales in the Americas -% of sales related to Core products increased vs sale from Project based business. -Hiring: 65 new staff -R&D increase:37 staff -Sales/Marketing:28 staff -positive Book/bill, increased backlog -3rd highest quarterly bookings -52% from new customers Strong booking, growing backlog, improving gross margins, record product sales, reduced reliance on NN channel, number of direct sales. Ian McLaren: excited, momentum. 46% growth investments starting to pay off diversifying product set increase Marketing: from 1 to 11 persons, new Wash office, new VP Sales. Address 1-US 2-Europe momentum in the US focusing on product side of business.Core products company moving away from Project specific sales QA: Jim Kedersha ,SG Cowen: Market demand for multi-vend soft 3rd party vendor ? IM:backlog increased 3fold, ILEC & CLECs, CLECs -> big opportunity. Significant interest from them. NN buyout, what happens ? IM:upside force: Bigger channel if Acquirer is bigger. already talking to many of the supposed acquirer to set some channels, anyway. ?, Berry ? Big customers in Q ? SS: normally 1 cust=30%, rest < 10%, that's what we have in this Q. ?, Sprott ?: R&D expense vs sales ? IM:monitoring spending on R&D will watch that every month. Spending vs Rev will balance in 2001.