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Technology Stocks : Enterprise Informatics -- Ignore unavailable to you. Want to Upgrade?


To: bob zagorin who wrote (2916)12/3/1998 8:14:00 PM
From: Elliot Puritz  Read Replies (1) | Respond to of 13797
 
Bob:

Would you consider buying if the stock gets below 30 or 40 cents? Jack?

Elliot



To: bob zagorin who wrote (2916)12/4/1998 2:38:00 PM
From: jackhach  Respond to of 13797
 
Bob,

Placed a call into Data General up the road here in Westboro. Michael Fowler is still Director of DG's DM group, and I left him a vmail message. I referenced the 1997 agreement and asked what the status/plans was, if any, with EB or ALTS in general.

I'll post immediately upon his return phone call.

-JH



To: bob zagorin who wrote (2916)12/5/1998 11:06:00 AM
From: jackhach  Read Replies (1) | Respond to of 13797
 
Not expecting to hear back from Fowler at DG, however, depending on the terms of that OEM contract signed in 1997; there is a possibility that DG would be required to pay for the 6500 licenses (as crazy as that might sound) even if they ultimately choose not to push any ALTS product(s) going forward.

I know that Lotus kept continually delaying the release of SmartSuite 97 (it's desktop suite)and had several hundred agreements with biz partners and end users for it's purchase. When SS97 was finally released, after what proved to about a 15 to 18 month delay, the contracts were still binding. The companies had to accept/take delivery because the contract stipulated that extended pre-delivery R&D delays may be incurred. This is not all one-sided however, apparently the contracted companies have the right to buy out of their agreement at any time before official/final release and thusly pursue other solutions.

Many of the Lotus contracts threw SS97 in for a sizable discount when a partner agreed to delivery of Domino/Notes seats. This is why Lotus's "grand" plans with NoteSuite were shelved. Lotus recognized that a combined package was hurting Notes potential, quite simply because so many EUs were using MS desktop products and were not interested in such a package. Lotus unbundled them and went back to the original separate products.

-JH