AndyN
Wainhouse Research Posts: 345
From: Sarasota FL USA
Since: Jul 2000
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posted 03 January 2001 05:33 PM
   
In WRB-0201 Andrew speculates about Ezenia!'s direction in light of the General Dynamics / InfoWorkSpace deal:"I see three possible outcomes here. A) I don't get it, and Ezenia! is about to set the corporate real-time collaboration market on fire and reverse its recent financial fortunes. B) I do get it, and Ezenia! management has been taking strategy lessons from some kamikaze pilots. C) Ezenia! is about to be fabulously successful in the spooky world of military and defense intelligence, which means we just won't know anything about their products, customers, or applications." What do you think? IP: Logged |
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