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To: Rick who wrote (314)6/11/1998 10:41:00 AM
From: elk  Read Replies (1) | Respond to of 609
 
Rick Thanks. I saw the the numbers, and they look great for LKON. Mix in all the Beta Testing going on for them with some big boys and they have a heck of a lot of upside to them. If/when they start converting those Betas to PO's this summer, they will make their current nubers look small in comparison, IMO. I think that FTEL and LKON have had somewhat similar time lines, in regards to sales of gateways. A lot of feelers(evals), but folks still are a bit hesistant to jump into the waters with both feet. When they do all the gateway Manuf.s could feel the ripples and land some bigger fish to bigger orders.

This summer is going to be a great time for the gateway companies, IMO. It was estimated that F1000 companies would spend close to 200 Million this year on IT gateways, to date the sales have been minor for all the players, which leaves a lot of potential for rev.'s, in the next 2Qs. I doubt the 200M mark will get hit, but there is still enough to make many of these companies into players.

Time for a Long Hot Summer for the Gateways