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To: jan m. who wrote (5476)11/5/1997 4:41:00 PM
From: RDavidson  Read Replies (1) | Respond to of 31646
 
Jan,

Wonderware has 20,000 customer base that TPRO CD will be sent to. Big question is what % purchase for 9,000 a copy. 5%? 10? 25? FY 98 $ numbers can start to get pretty fat here, just on CD revs, then add "normal" income. Skip & TMex are not crazy on share price 12 months out. Tomorrow we shall know more.

RDavidson



To: jan m. who wrote (5476)11/5/1997 4:43:00 PM
From: Jack Zahran  Read Replies (1) | Respond to of 31646
 
Jan, TPRO already told us they expect the Y2K windfall in 3rd Quarter 98 (January-March '98). Very short term. We should start hearing announcments on a regular basis now! TMEX tells us more are imminent, especially one big one!


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