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To: Keith Sprague who wrote (2744)10/14/1998 5:12:00 PM
From: gbh  Respond to of 4135
 
The strong direct sales will be a very positive item going forward. IMO, a large portion of the drop to the current range was based on worry that such a substantial portion of revenue was derived from OEM relationships with IBM and ALA.

Stock should rally strongly tomorrow if the CC indicates the OEM relationships are still going strong, to complement the unexpected growth in direct sales.

Also, direct sales carry higher margins than OEM sales.

Gary