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Non-Tech : Not Worthwhile

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To: Montana Wildhack who wrote (46)	12/28/2003 8:54:30 PM
From: Montana Wildhack	of 49

SMY Company Snapshot BullBoards Member Forums My BullBoards All Forum Search Jump to SMY Forum SUBJECT: RE: Walmart...4putt Posted By: opcom Post Time: 12/28/03 20:47 « Previous Message Next Message » I notice Tyco is offering courses in ThingMagic, Intermec, and Matrix readers. This link is off the SensorMatic website: sensormatic.com I would say a name like Tyco. There are a number of associations SAMsys has had in the past and there are a number of dozen companies that come to mind like Motorola and Phillips. One that does not come to mind is International Paper. I would think you're right about Tyco not making two competing readers. I would think a number of companies did watch the November meeting with WalMart suppliers and got the message WalMart definitely sent. I think its reasonable to say that some good sized players are looking at the value proposition as we speak. It's not a question of being associated with the SMY investment. If WalMart and the DOD go ahead it's a gigantic undertaking in a new area and there's piles of money to be made in numerous ways. That's just a fact if the assumption is true. It's numerous billions in total in the timeframe of a few years to fulfill the pallet/carton tracking. Will that attract interest? I think so. In all kinds of ways. A couple of more days to put a lock on 2003 and then the exciting year begins. 4putt, We've written back and forth a couple of times about future prices and in my opinion you may have interpreted some of my numbers as hard predictions. So here are hard predictions. 2004 high: $11.50 2004 close: $8.50 2004 low: above $2 If I'm within a quarter I'll take the credit; otherwise, I'm wrong. My personal hard target close 2004 remains at $5. I also still say that $9 million in EU/US in sales produces a shareprice above $8. If they do $20M then it's $25. (these are strictly EPS calculations and prices from that and do not include news, prospects, growth, competition changes or any acts of god such as gold plated bathrooms)

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