late reaction to lotus announcement?, page-4

The accounts for these guys just struggle to make them a punt let alone investment grade. The really need some deals of genuine size in dollar and margin to get them going so the real costs of the business can be spread over a wider base. Nice to see further little announcements but they are barely keepingDDT afloat and they need the new product to come on line with some serious trials or clients quickly. Unfortunatley there is a pretty long pipeline for industry groups to intergrate this great technology into their operations and a fair expense after they make a decision. The real benefit is only achieved if intergrated in complete production to use cycle so several parties in the chain must change over for best result. Regulation in some industries may give DDT a competeive price advantage as rules and regs become more onerous. Nice story just want the accounts to reflect a bit more of slaes and depth to their business and will keep watching