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To: John Madarasz who wrote (8697)6/22/2000 7:59:00 PM
From: Seconds Out  Read Replies (2) | Respond to of 10081
 
John,

I listened in on part of the Shareholders Meeting on the Net. Two interesting statements, imho. First, Dr. Markman described the IBM agreement as worldwide. Second, Rose M. stated that they definitely have enough money to get into next year.

The IBM statement sets the stage for some international customers. Asia comes to mind. Remember where Danny Lange spent his time with IBM, for example.

The cash statement is key because the Preferreds lose their right of first refusal at the end of the year, freeing GMGC to do financing with whomever they can make the best deal.

Dr. Markman spent most of his time detailing the technology behind voice xml. Rose stated the 5 to 6 times revenue growth again, and stated that they expect that to continue beyond this year.

I had to terminate the connection prior to the Q and A session. BTW, all proposals passed, of course.

Seconds Out.