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Technology Stocks : Zitel-ZITL What's Happening -- Ignore unavailable to you. Want to Upgrade?

To: BonniesGuy who wrote (12604)	11/5/1997 3:16:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 18263

We have been down this road before- classified government contracts - but let's go one more time to refresh everybody's memory. What follows is my personal view as a U.S. government employee for ten years, not the official view of any U.S. government agency. BG, I come to work five days a week and often six or seven overseas when events demand it. Your comment is snide and inappropriate. Ask the Republicans if they won any hearts and minds when they shut down the government in 1995. 'Nuff said. Have you ever been shot at on the job? I have. However, I agree that USG departments can be slow taking decisions. But not this slow. Forget the congressional report cards you hear about. Government information managers have all focused on this by now. Many will simply replace their old systems, especially with the overall move to NT client-server networks. The rest will turn to contractors they know and trust. Every time my agency went with a new guy's home-built whiz-bang product, it failed and we ended up dumping the software. The big government agencies - DOD, HHS, Treasury, Labor - are even more careful because they deal in enormous amounts of money. So let's assume ZITL is on a qualified contractor's list along with 150 others. A classified contract comes up and a CIO in a classified office looks at ZITL as a possibility. Does ZITL have clearance to work on classified projects? Not that we know of. Do their technicians have top secret clearances (we call them CATs overseas, Cleared American Technicians)? Nope. Has this mobile code factory which ZITL is building been built to full Tempest specifications to enter a classified area? Nope, not as far as we know. So what does our CIO do? He goes to IBM or CSC or EDS or one of his regular contractors with clearances and CATS and experience working on the computer's which keep this guy's boss from chewing his backside every minute of every day. A few months later, the paperwork is actually signed and the work gets done, if they haven't just replaced the old computer system already with year-end money (yes, it's true, government departments still spend a lot of money in Septmber before the new FY starts October 1). Tell me how ZITL comes out ahead in this scenario and I will listen. Otherwise my order to cover at 6 is still on the books.

To: BonniesGuy who wrote (12604)	11/5/1997 5:26:00 AM
From: bigg e	Read Replies (1) \| Respond to of 18263

hey BG- have watched this thread for some time now and have been on both long and short the big Z. I'm long again currently. But i'd say long Matridigm ,not Zitl. Everyone here is aware of Z's inflated P/E and delayed entry into the wonderful world of the "Y2K". Matridigm obviously holds the key to success for Z in the Y2k arena. If it's a flop, my hat's off to the shorts. If a success, i believe MD will be a large player and Z will reap the rewards. Everyone can profit here. If short , whats the magic number?? 10...5...zero. Anyone remember CTN?? Closed for days, reopened, short covering, delisted. How far do you take risk. We've all seen the ups/downs of this stock. The downside is limited with upside unknown. Z is an enigma that will unfold ,one way or another. Good luck to all. FYI check Yahoo news on KELYA. Hard to say how big Y2K prob is and who really knows??