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To: EdR who wrote (21645)3/28/2000 9:14:00 PM
From: Mathemagician  Respond to of 54805
 
RE: INTF meeting projections / Also, Nero to do a Killen webcast.

Ed,

Excellent question. I do believe INTF would meet my projections. It will be difficult to discern, however, if they do not report these revenues separately. You will notice that the decrease from discontinued operations is still projected to temper the exploding L2i growth to the point that "only" a 21% quarterly increase in overall revenues is observed. That's $4.1 million if you weren't paying attention. :) As far as executing, I have no doubt they are doing that. Expect more news similar to Bradford, only bigger.

In addition,Killen posted this tonight on the Yahoo INTF board:
"For those of you who are interested, Bob will be taping his interview next week. It wasn't easy, but we managed to get into his schedule. Stay tuned, and thanks for the positive feedback on our new website!
killen.com "

M



To: EdR who wrote (21645)3/28/2000 11:08:00 PM
From: David H. Zimmer  Read Replies (1) | Respond to of 54805
 
Ed:

I can go a little further than mathemagician did on the upcoming INTF numbers. I have no doubt that they will exceed our numbers and, quite frankly, thought about increasing this and next quarters' numbers but thought that would be confusing.

During the October - December quarter INTF revenues were hurt by Y2K. Nonetheless, the company still showed a 350% increase in L2i revenues. That will probably be the smallest annual quarter to quarter increase you will see until next year at this time. Expect L2i revenues on an annual quarter to quarter basis to meet or exceed a 500% increase . . . next quarter could very well be significantly higher than that.

On a sequential basis I would be surprised if the increase is less than we predicted and more than likely will approach 75% . . . the business has been flowing.

Also, with respect to Killen, they wanted Nero to do a webcast for more than four months . . . he simply did not have the time to do so. Stay tuned and to this thread . . . thank you for your consideration and for your interest in INTF. It appears that INTF is about to get moving with its second major partner ORCL in the near term.

Pleasure to meet you finally today. Looking forward to your final designs on the website and thank you for being a friend.

David