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Technology Stocks : Lightbridge (LTBG) -- Ignore unavailable to you. Want to Upgrade?

To: Nils Mork-Ulnes who wrote (76)	11/7/1997 9:46:00 AM
From: Bobo	Read Replies (1) \| Respond to of 202

If, as someone claimed here earlier, LTBG gets a royalty fee for each PCS customer signed up in the US, then I think we could be in for a pretty nice lift in revenues this quarter. Can anyone confirm this? And how much (in $s) are we talking about per customer? Lightbridge does provide one or more transactions for each customer signed up. The fee per customer varies depending on the transactions provided. It's like a chinese menu if you will, xactions include the following: credit check, application fraud check, inter-carrier deadbeat file check, and various types of activations. My indusrty sources indicate that Lightbridge averages $2 - $4 / customer. Your speculation of an uptick in xaction volume is dead on. The classic holiday specials offered by carriers will be compounded with the PCS rampup by Sprint and ATT. I anticipate xaction volume to be up 30% Q4 over Q3. Last year it was up 23%. The beautiful thing is there seems to some overflow from Q4 to Q1 which should make Lightbridge's Q1 pretty strong too. The wildcard for Q4 will be consulting and sw revenue. The revenue was down Q2 to Q3 and most carriers do not start new projects in Q4 due to the holiday season. Hopefully Lightbridge can keep this flat to slightly down Q3 to Q4. Maybe they will sign a sw deal or two. Offsetting this may be new revenue from the Coral acquisition which should close today. Q4 is supposed to seasonally strong for Coral. I hope this helps.