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Technology Stocks : CrossKeys Systems Corp [CKEY and CKY/TSE] -- Ignore unavailable to you. Want to Upgrade?

To: lang who wrote (367)	1/30/1999 9:44:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 792

Could the apparently successful turnaround of Newbridge bring more revenues and to what extent ? Any strength in NN will impact CrossKeys based on its software being a part of the management system. I'm not sure CKEYF will lose Ascend, but it's a good question for the earnings cc. I also believe the recent strengthening of NN-Siemens is to CrossKeys' benefit and as 3Com-Siemens strengthen, that may be an advantage as well. This is one stock I've held for nearly a year without even considering selling any. Its day will come. I don't have an answer re: equity dilution. Another good question for the cc. Later --- Pat

To: lang who wrote (367)	1/31/1999 12:19:00 PM
From: Joseph McKeown	Read Replies (1) \| Respond to of 792

You may find the article "Crosskeys dodges Asian Bullet" of value. It was published on Monday 25Jan. author Mark MacKinnon. It is available at : theglobeandmail.com Search on the entry page for Crosskeys. I too am holding CKEYF since last October with high expectation that it will come through once it becomes actively traded. Trading is almost negligible on the NASDAQ but is a little higher on the TSE. Its consistent performance over the past 12 Q's certainly warrants much higher recognition in its stock price. Joe McKeown

To: lang who wrote (367)	2/5/1999 4:24:00 PM
From: lang	Read Replies (2) \| Respond to of 792

Anybody has an explanation for the 8 % drop ? Looking at NN stock price today, I guess I have my answer... To my regret, CKY dropped in conjunction with NN today, without the benefit of NN upward movement in november and december. Could a good third quarter revival this stock ? Anybody knows the consensus EPS for Q3FY99 ? In an earlier post, I stressed my concern about Crosskeys revenues being so dependent upon Newbridge success. The reversal of the trend in Revenues coming from NN sales in Q1 FY 99, below, doesn't reassure me. FY98 46 % of revenue came from NN FY97 55 % " " FY96 96 % " ". Q3 FY98 45 % of revenue from NN Q4 FY98 45 % " Q1 FY99 61 % " Q2 FY99 59 % " Other opinions Thank You Jean-Pierre