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To: Mike E. who wrote (19713)	10/25/2000 1:51:40 PM
From: stan s.	Respond to of 49816

nice article Mike, picked this up off the thread, >>><< Further, BBO is an investor in Zaffire and shares the same VC, Kleiner Perkins Caufield & Byers, which means that it has a vested interest (literally) in giving its contract to Zaffire. Still, some analysts who have been able to get the details of the contract under nondisclosure agreements say it is a big deal, in both senses of the term. “This is not some five year, $50 million contract announcement, where you have to wonder how much of it will actually translate into revenue” says Nicoll. "I'm confident that this is not just some window dressing announcement." >> <<<<