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To: Austin S. who wrote (3839)10/7/1998 5:18:00 PM
From: Kurthend  Respond to of 10081
 
Thanks for the link.

RE:>>WWWiz: Are you working mostly with cell phone companies?

S.M.: Yes, we are. They are our initial channel for distribution because these folks are already selling services like
voice mail and other consumer products, so they're a natural channel for our product. We started with them and they
are quick into market and very large carriers. We also have carriers that are doing internal trials of Portico. We
expect to see some of those internal trials turning into market trials by the first part of next year.>>

This does not sound as though they will be announcing any carriers anytime soon. I originally had thought that we might have one or more carriers announced this month or in November at the latest. Does anyone have any thoughts as to when the revenues would appear (ie how long does it take to "market" trial vs internal trials?).

If the carriers do not "market trial" until early next year then this could explain the current low price of the stock since this alone could take 3 months. This is all IMO and anythoughts would be appreciated:)

Take care,
Kurt