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To: The Barracuda™ who wrote (1259)	2/22/2000 7:50:00 PM
From: jerry janko	Read Replies (1) \| Respond to of 2127

Based on "frank's credibility" looks like we got a few more days to wait... from bullboards: cheers, jerry I'm hearing that we may see news on Friday with the resumption of trading on Monday. Stay tuned. Frank

To: The Barracuda™ who wrote (1259)	2/26/2000 7:10:00 PM
From: The Barracuda™	Read Replies (3) \| Respond to of 2127

Listening to Larry Ellison CEO of Oracle (part 2) So what does this mean for MMI/Thoughtshare? Let us assume that the TS tech becomes the standard for wireless Internet data transmittal and surfing. Let us assume that TS licensees its software and charges $1 (one dollar) per unit per month or $12/yr/unit subscription fee. And since TS is the "standard" it will have almost 100 % penetration in the new Internet phones Here is the math Larry Ellison's 1 billion Internet phone users * $12/yr/unit = $12 billion/yr. revenue to MMI/TS How will the market discount THAT repeating revenue stream? How will the market discount the other uses for this tech? Here is a hint Microsoft has revenues est of $23 billion and they are growing at about 22%. MSFT has a maket cap of $480 billion Feel free to take pot shots, the above seems awfully hype-e to me.