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To: Shane M who wrote (986)11/13/1998 7:50:00 AM
From: orkrious  Respond to of 2339
 
Shane, RE:

Jay,

This may help. There were several fairly comprehensive summaries of the CC posted on this thread around Oct 22-23 (following the CC). A very good discussion IMO, addresses most of the issues of the competitive environment.

Thanks very much. I should have thought of that. I'll take a look.

Jay



To: Shane M who wrote (986)11/13/1998 9:16:00 AM
From: orkrious  Read Replies (1) | Respond to of 2339
 
Shane, I did review all of the posts at earnings time, and there was a lot of valuable information there. It looks like new business accounts for 1/3 of sales, while existing installations provide 2/3 of revenue. No one has yet given me an articulate response regarding what the likelihood is of the 1/3 of sales from new business drying up in the second half of 99 because of Y2K.

Comments anyone?

Jay


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