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

To: Bob Trocchi who wrote (14873)	4/9/1998 9:59:00 AM
From: Greg M.	Read Replies (1) \| Respond to of 18263

Thanks Bob, Looking at IAIC's press release: If ZITL's partners can get the business that CA can(hah!)... If the average contract is 1.5M LOC... If the gross revenue is $.55/LOC... If the gross margins are 25%(hah!)... If ZITL's market cap is $220M... If only 17 months to Y2K... and if a full 1/3 MD profits flow to ZITL(hah!)... Then ZITL's market cap can be justified with about 120 contracts/mo (estimating 40 from ZITL, and 80 from MD--or "only" 70 contracts/mo if they all come through ZITL). Cheers, Greg

To: Bob Trocchi who wrote (14873)	4/13/1998 4:07:00 PM
From: Matthew F. Kern	Read Replies (3) \| Respond to of 18263

Bob: Anyone who is interested should look at the full set of recent IAI news releases. There are now many from the past 'couple of weeks. IAI is still at a VERY LOW and market cap relative to predicted earnings. Crittendon Roth recently began coverage with a 'strong buy' and prediction of 4x or 5x stock price increase by 1999, using VERY CONSERVATIVE numbers for revenue projection. Recent news releases have indicated that IAI will probably exceed CR's numbers for 1998 by comfortable margins. 1999 numbers would also benefit. Relative to ZITL, I believe that ZITL's position as perceived #1 translator vendor may have been usurped at this point. The Y2K order floodgates now seem to be open, and anyone not seeing orders has missed the flood. Admittedly, I am biased. Good luck.... ..............Matt