SMY - SAMSys Technologies Inc Message Board

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Microcap & Penny Stocks : SMY - SAMSys Technologies Inc

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To: veliny who wrote (126)	11/6/2002 10:25:17 AM
From: Montana Wildhack	Read Replies (2) of 342

Veliny, While waiting for DMX is irritating both stocks have some similarities and more importantly some big differences. I'm only down a percentage on DMX but I'm down multiples on SMY. I worry about DMX - but not SAMsys. I agree with your 'pushing the string' analogy and you only have to go back to a year or so ago to see other similar agreements have long been in place. BTW - here's an excellent link for SMY information. This person does a lot of good work tiger-usa.com The first level issue in my mind is that RFID is coming and will not be stopped. Its superior in every way. In that regard Mr Horwitz has been smart in positioning SAMsys into a niche but critical role. The VAR's are just that. Value Added. The main play once he worked through the opening of all the important proprietary protocols is to create end-to-end solution frameworks so that the large future customers have some confidence that suppliers can not only sell them the readers, tags, install software etc. but that the client can buy open ended architecture through people equipped to provide what we might call 'turnkey' installations. In that regard I would watch for further future partnerships or limited joint ventures. This is all in a backdrop where the cost per tag has only recently moved into a semi cost effective price per tag and where the formation of the Auto ID centre has gotten fortune 50 companies at a table together (last 2 years or so in a serious manner) to form some joint consensus on requirements and what it takes to convince them that the huge investments have serious probabilities of not only working in real life the way they're supposed to - but actually paying off. In my opinion enough testing in field conditions has taken place (McDonalds in Chicago, Exxon, Walmart in N Carolina, Revlon, International Paper) that the auto ID people are sold on function - and now are focussed on 1)implementation logistics and their costs and 2) business case development in a time where large capital outlays to save future costs are not the easiest thing to get approved. While listening to Cliff on that latest interview said all kinds of things like "dramatic revenue growth near future" I do think all these boats are sailing upwind right now and go aheads will be slow for the next year or so. Meantime, SMY has quite a bit of cash and is very well positioned to benefit from the continuing cost per tag reductions and capability per tag (cellophane advertising) while we wait. During this time they are developing higher frequency applications in a JV with our minority partner for greater range and functionality. This company has done extremely well in seting itself up for the future and RFID has so many superior aspects over barcoding and so many paybacks - its a matter of time. I bought another chunk yesterday. I'm not averaging down. I am, have been, and will continue to increase my position. I believe the odds of DMX getting FDA are extremely high even though some of the payback period is gone and that sales there will pay off well. Here I think future success looks very likely. Wolf

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