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

To: James Rembar who wrote (16484)	7/10/1998 11:20:00 AM
From: Dave Mansfield	Respond to of 18263

James, one of the better analysis on this board. Too bad there are not more like it. My only serious question is the assumption of a profit margin of 80%-90%. Nobody has profit margins that high, nobody. Dave

To: James Rembar who wrote (16484)	7/10/1998 11:36:00 AM
From: Deep Digm	Read Replies (1) \| Respond to of 18263

Excellent post, however calculations regarding revenues will be greatly simplified when the merger materializes, as I believe it will. Who knows, Art Chait and his team at Zitel may wind up taking a victory lap on those portable factories after all :) Deep Digm

To: James Rembar who wrote (16484)	7/10/1998 1:14:00 PM
From: DragonBoy	Respond to of 18263

James, buddy you are so cooool. Thanks for the good post and a lot of good info. As I said Year 2000 is approaching and Zitel/MD solution is one of the best. This baby has no place to go but up. To all the shorts again, AMZN is still the best stock to short, short that sucker to 10. Leave my Zitl alone, IRS may need some help.

To: James Rembar who wrote (16484)	7/10/1998 1:27:00 PM
From: Marconi	Read Replies (1) \| Respond to of 18263

Hello Mr. Rembar: What a story! Methinks the margins for a tool are 10X reality, the portion of revenues possible to MD likewise, and even less for a Zitel portion. The LOC involvement is high by better than 10. Labor is the main cost per LOC in remediation efforts, including the Feds, not MD's tool. To carry 150 employees, MD would have had to come up with $15M to carry them a for a year forward--and there must have been an order of magnitude increase in MD employees in the recent quarter for this to be--a rather amazing hiring feat alone, let alone paying them, when it was understood MD was essentially broke this spring. I do not believe your representation is any closer than an order of magnitude materially in the many parameters. I take it as puff...i.e., nonsense. I do not think Zitel is a going concern. And I believe MD remains terribly limited. Regards, m