EMAIL DETAILS

Right, they might all get stuck in the doorway on the way out.


First mover advantage is key here – early to market is more important than having a superior product (the Microsoft model – version 3.0 usually works, but a buggy version 1.0 locks up the market demand).


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Neil Callahan

Rosemont Seneca

401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 | 212-796-4037

1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880

917-945-9516 (mobile)

866-749-8879 (fax)


From: Eric Schwerin [mailto:eschwerin@rosemontseneca.com]
Sent: Monday, July 19, 2010 10:48 PM
To: <ncallahan@rosemontseneca.com>
Cc: Devon Archer; <hbiden@rosemontseneca.com>; <cheinz@rosemontcapital.com>
Subject: Re: Wash Post Report


Yeah, I was going to raise this series on our call tomorrow. The large number of intelligence subcontractors detailed in this series is more reason why IPS is likely thinking of making a move away from government work.

Eric D. Schwerin

eschwerin@rosemontseneca.com


Sent from my iPhone


On Jul 19, 2010, at 10:42 PM, "Neil Callahan" <ncallahan@rosemontseneca.com> wrote:

Take a look at this profile.


http://projects.washingtonpost.com/top-secret-america/companies/institute-for-physical-sciences/


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Neil Callahan

Rosemont Seneca

401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 | 212-796-4037

1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880

917-945-9516 (mobile)

866-749-8879 (fax)