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To: Gutterball who wrote (29)3/19/1998 11:13:00 AM
From: Dreighton Rosier  Respond to of 39
 
My intention was not to start a rumor but rather to make sure no one put a lot of faith in any one number for 1st quarter for the Hitachi deal. Another poster on Yahoo has mentioned the $3.2 million figure and I understand he has a source close to the company. I too have a source close to the operations who is very cautious about not revealing anything remotely like inside info. The word there is that Racom is being very tight with everything. I will leave the surprises to the company press releases. I would view any number from $1 to $3.2 as good for the 1st quarter for Hitachi so long as the full 1st year is better than $3 million.



To: Gutterball who wrote (29)3/19/1998 12:02:00 PM
From: Drake  Read Replies (1) | Respond to of 39
 
Thanks for the info. Dan

My guess is..... that not unlike the way hotels are standing back and waiting to see in what shape and form the Internet will take hold in hotel rooms...the larger companies and government departments are standing back and waiting to see which smart card solution will emerge. I think the potential that smart card technology represents almost scares companies that they might make a commitment to the wrong card. I know that this same dilemma is faced by several Canadian banks that are the leaders in the world today for implementing Internet banking. One bank is using reloadable smart Visa cards and yet another is using a throw away type. I think consumers will make the final decision and when they do...there will be a stampede.

Hopefully RCOM has the right-stuff and they have the solutions that companies and governments want. I would guess that the price of the shares will eventually reflect this.