Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Equinox Systems (EQNX) -- Ignore unavailable to you. Want to Upgrade?

To: Ron B who wrote (368)	4/6/1998 10:52:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 765

Ron, this is based on Info Sys experience, not info on the contract. Normally on a major project like this, the first stage is analysis, followed by development, installation at a test site, refinements, documentation, followed by training for product rollout. What I don't know is how far along the curve they are. I suspect that it will follow a growth curve, as they build experience with installation teams. Therefore, I don't expect to see a lot of impact till third qtr. But I don't think this will be the only result of their IBM partnering, nor their Win NT solution provider status. Those will be a growing part of EQNX's revenue stream. Again, conjecture based on IS experience and familiarity with their announcements and where the market is headed. IMSCO Scott