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

To: John Kratus who wrote (12617)	11/5/1997 12:32:00 PM
From: CalculatedRisk	Read Replies (2) \| Respond to of 18263

The NEW Bear / Bull challenge. Predict the earnings for Fiscal Q1! For fiscal Q4, Michael came the closest. BGuy's prediction was the worst. For fiscal Q1: Michael predicts a loss of $0.38 per share or about $5.9 Million in losses. exchange2000.com BGuy predicts EPS of $1.16 or about $18 Million in profits. exchange2000.com Bill (CR) predicts a loss of $0.29 per share or about $4.5 Million in losses. Breakdown as follows: Revenues: Storage .......$4.0 Datametrics ...$2.2 Royalties .....$0.3 Y2K ...........$0.0 Total .........$6.5 Million Expenses: Cost of Goods: $3.3 Million R&D ...........$2.5 SG&A ..........$5.5 Operating Income <$4.8 Million> Interest Income $0.3 Total Income <$4.5 Million> EPS <$0.29> Shares 15.5 Million

To: John Kratus who wrote (12617)	11/5/1997 2:24:00 PM
From: Lyle Abramowitz	Respond to of 18263

The following link is to an article on Y2K investments from briefing.com: briefing.com Their bottom line is to look at the bottom line--what a concept! Their conclusion (based on financial analysis)is that the system integrators like Keane look like the best bets. They also opine that if a company doesn't report profits by Q2 1998 they aren't going to make it. It is interesting that the Great Hype (er, I mean Hope) of the ZITL bulls has shifted from the NIH to unspecified classified customer prospects. What ever derived from all of those seminars at NIH where the MD try and buy successes were announced? I've never understood the mobile factory concept as applied to customers with strong security requirements. I can't imagine anyone being too happy about some van sitting in the parking lot running classified data. Of course, I've never heard the implementation explained in any detail by ZITL so I have no idea what these things are anyway. It would be much more acceptable to bring in the equipment needed for the "factory"--which doesn't sound like much more than a few workstations--and do the job in spaces where the customer has control. My opinion (not surprisingly) is that ZITL doesn't have a clue about security requirements (as usual). Now we can look forward to being regaled with stories about classified customers and classified contracts. Perhaps the revenues will flow directly into those offshore accounts. Yeah, that's it. The Cayman deal was really a clever way of instrumenting payments that wouldn't "show up" for secret contracts with secret customers. Lyle