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EGAIN COMM CP Message Board

  • cohsgrad cohsgrad Nov 8, 2007 9:52 PM Flag

    Conf Call Update

    Well I'm still somewhat disappointed but things are o.k.

    Increase in G&A Expenses - I had been worried about this but it was mostly one time expenses associated with a patent infringement case that settled in late September.

    Expenses in general have increased substantially and while no one obviously likes that, the reasons are: (1) increased marketing efforts, (2) wage inflation in India and (3) increased expenses for supporting Cisco. The revenue associated with the first and third item take time and the switch to hosted model results in further delay.

    Cisco OEM - Relief to hear about that. They have meet the second key objective and the third and final objective is expected to be in the third quarter. It is in the back half of the year that Cisco is expected to start generating non PSO revenue.

    There are good arguments for buying here. I don't think the second quarter will be substantially better than this quarter but beginning in the third and fourth quarters I think we can begin to expect to see some improvements.

    Oh yea; hosted revenue up 25% YOY. That is a good story to sell; just wish it had a larger starting base.

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