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Technology Stocks : TSIM (Thinking Tools Inc.)

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To: ThirdEye who wrote (50)10/8/1997 1:42:00 PM
From: Bill Ulrich   of 163
 
Hi Taoman, ...extreme?

"I think you may have picked an extreme example to illustrate the relevance of TSIM product." Why is it extreme? The IBMs and Amdahls of the world service a lot of customers. Is it because of the size of their individual customers? Could you explain what your have in mind, please?

Well, I thought size was everything....(oops, I forgot that levity is a criminal offense here -- "Help Ma, they're ushering me to death").

But, seriously, if you're looking for IT budgets in the millions, then that's where you need to look. The smaller players -- say, an independent local bank with a handful of offices in the 3 nearest cities may be more representative of the client profile you have in mind, but an IT budget of maybe a few hundred thousand each year. Maybe banks are a bad exapmle. The banker's I've met are pretty reluctant to spend money (cheapskates actually), so they'll try and follow the road map in SR97-16 appendix B, and its associated 'system examination' docs from the Fed BOG. The Fed actually has published a weath of planning and assessment documentation that would help any company, but it requires more 'manual paper-pushing' and doesn't come with pretty buttons like the TSIM software.

I didn't see that T2000 packages were $25k. What I saw is that they start at $25K and triple. I wouldn't know about last year's losses because I'm still making up my mind whether I buy the TSIM concept. I'll bet the fundamentals are a speculator's dream, eh? Well, if the concept is valid, that might work itself out. "The Wai-ai-ting is the Hardest Part." (Ooops, I sang...Does that get me 10-15 in the slammer, or just a few kicks from the ushers?)
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