EXT 0.00% 0.8¢ excite technology services ltd

Ann: Agreement with Trend Micro, page-17

  1. 148 Posts.
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    To be honest could be meaningless could be olf high value, a lot will depend on the sales execution. I think a key question in a quarter will be around the traction on this deal, what deal flow has come (if any) from Trend. I do agree a lot of these can be meaningless however at the Size of CPT even if it brings a few clients in from a relationship level it could be good.

    From my view .. sitting on the sidelines to see the value. But on the second pont depending on their plans and there very small size I have no issues with this being proce senstivie as long as at the AGM they are willing to be transparent on deal flow.

    FYI I have held on and off and not holding right now but more then possible will, but waiting my time. As a little worried at the results as the revenue was growth did not contribute as much profit as I had hoped and will wait one more quarter befor deciding to enter again.
 
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