CC Notes --xybr
From MBTAY
PostID 170565 On Tuesday, March 05, 2002 (EST) at 9:15:19 AM
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**500 to 600 mav's in field. 150 Bell Canada. (who has the rest?)
** 25 to 50% revenue increase quarter over quarter. 2.8 to 3.4 million revenue 1st quarter.
** Royalties could start 2nd or 3rd quarter.
** Hope to start sharing R&D expense with partners.
** Biggest thing said: IBM relationship to be clarified this week during IBM speeches.
** IP: 700 patents pending and granted.
** Xyberkids wasn't expected, but could be huge market. 4 to 6 million people.
Q&A session
1. Dana Poston: Legg Mason:
A. What went right in Q4: Strength with clients. MAV stabilized.
B. What was biggest challenge in Q4: Getting MAV stabilized. BC was largest deployment.
C. Xybr and IBM go out together to integrate. Cooperative process.
D. With new products has long term model changed? No, even though POMA is completely different direction for Xybr.
E. Now with multiple products will reporting revenues change? No, one hardware group....for now.
F. 25 to 50% overall growth Q1 to Q1.
2. Phil Johnson: ? Education Service: What manner will the IBM relationship be announced? Number of IBM speakers at ICWC. Doesn't want to interfere with IBM and believes they will clarify then.
3. Tony Karem?: Individual investor: 18 months to sell mav's. 18 months hasn't started yet. 10K out next couple weeks.
4. Diane Hollander: Individual investor: Fedex delayed. Needed custom vest.
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AI
