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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: Ken W who wrote (8343)6/5/2005 8:46:38 PM
From: Sergio H  Read Replies (1) | Respond to of 23958
 
Good evening Ken.

On ALAN, I want to add that there's sort of a reverse catalyst. Investors have so far missed that the California deal is much larger than the yet to be announced NEC Japan contract. The potential value of the California deal exceeds anything that Alanco has accomplished so far.

You might be right on NTT being the next announcement, but there's a possiblility that Ohio may come through first. Also, don't you think that its reasonable to expect new states to become new customers.