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To: Pigboy who wrote (12162)11/2/1997 4:50:00 PM
From: Craig Stevenson  Respond to of 29386
 
Pigboy,

<<I believe that oem deals are/would be announced a little while (anywhere from 2 to 7 months) before meaningful revenues come in.>>

We might be able to go back and take a look at when the Sequent contract was announced, compared to when NUMA-Q actually shipped, to get an idea of an OEM time-frame from announcement to shipment. (I wasn't heavily involved with Ancor at the time of the original Sequent contract, only the cancellation.)

Craig



To: Pigboy who wrote (12162)11/3/1997 11:26:00 AM
From: peter grossman  Respond to of 29386
 
My understanding is that Ken said that the evaluation process for OEM deals is 6 to 9 months and has just started; therefore, any potential announcement is still a way off.

Obvious impacts include projected cash levels and retaining competitive advantage.

I'd appreciate a clarification if my understanding is off.


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