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cksla

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cksla

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Re: cksla post# 136

Tuesday, 03/05/2002 6:29:09 PM

Tuesday, March 05, 2002 6:29:09 PM

Post# of 626
Biggest points to me were:

Clock on 25,000 unit obligation from IBM hasn't started yet.

Projection of 25% (?) to 50% increase from '01 quarters for quarters in '02 on hardware. Could be much more if any of the big fish bite.

Poma is shipping this week in US and Japan.

Bell Canada only took shipment of 150 units in 4Q. The other 150 units will be taken this quarter (I believe he said this quarter but he might've stated possible 2Q also? Not positive on that.)

IBM relationship will be clarified by IBM this week at Comdex.


I'm sure I'm missing several.
Phil


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