TO ALL,
My server may have died (now running on one cylinder and awaiting the return today of the computer "guru" to hopefully get it up and running on all twelve)... but want everyone to know that I am still here long and strong. I received 95% of the confirmation of the answers to the questions by fax early this morning and expect to have the balance sometime today. Once received I will "cut and paste" the questions and answers into "Word" (so there is adequate space between the questions) and post the report as soon as possible. Andy... if you're reading this, I would appreciate you PMing me the link to the final list of questions (I printed them out from a borrowed laptop in St. Petersburg and don't feel like going through a few hundred posts to find it again). Absolutely nothing, IMHO, is negative. If anything, just the reverse, IMO, is true and I strongly suggest that everyone read Sammie's DD site again a few times and then collate it with the questions and answers. Those who have been in the market as "investors" (in contrast to "traders") for more than just the past few "hot" years will understand why I so strongly believe in management, its talents, its aspirations, its performance, etc. during the past few months. Last year was mostly brainstorming a gameplan. This year the plan is being put into action. Within a short time frame TSIG should have a positive cashflow... which will make it unique amongst the "competition". TSIG came into this world as a takeover of an old public company carrying the weight of significant old baggage. Were this not the case, I suggest the stock price of TSIG would be significantly higher. Just look at some of the recent IPOs that have absolutely nothing... and I mean nothing. But the old baggage is for all practical purposes all gone and "this too shall pass". Enter Golin/Harris. Yes, they will be writing the PRs (expect some shortly), but their primary assignment is to bring TSIG to the forefront of the marketplace... via analysts, brokers, other companies with which alliances can be established. In other words, their task is to make TSIG as much a recognized "household" name as McDonalds. Will they succeed? Golin/Harris believes so and, having taken the opportunity to see and delve for myself... I am a strong believer as well. I strongly believe that every investor should do their own DD and homework and make their own decisions. Whatever I can share with my fellow shareholders I will... but the decisions must be made by the individuals themselves. For those who are daytraders and momentum players I only wish you success. Casino's love you. You may have a number of "big" hits, but rest assured that over the years you'll give it all back. But, you'll be having fun... right? That's how casinos make money... and lots of it. You lose the astronomic gains that can occur with startup/turnaround companies such as TSIG and... at least for the short term... not only hurt the long-term investor, but yourself as well. Will you ever learn? I doubt it... as your need for instant gratification overwhelms your thinking. Along this same vein, perhaps some would be interested in a face to face conversation I had with John Hwang the other day. Remember him? The young 27 year old internet and e-commerce guru and new TSIG Senior VP who already is wealthier than most on this thread. BTW, check the ages of the chiefs at Netscape and Yahoo if you think age is a concern in this business. Our conversation turned to "net worth". Many think that having a net worth of 1-2 million makes a person wealthy. Well, that is not the case in Silicon Valley as the average programmer and employee is worth at least that just from his stock options. No... wealth here in the Valley is a net worth in excess of $100,000,000. Absurd? Perhaps... but it is reality! Even though Cohesive was going public, John sees a bigger opportunity with TSIG... and who am I to argue with success. Rob Gordon has, IMO, assembled a masterful team to execute the gameplan. Next on the agenda is executing the plan and getting market recognition. Will it all happen? IMHO, I personally have no doubts. To those who wish to call this "hype" may I humbly suggest that rather relying on rumors on threads that you get yourselves on a plane, visit the company, and ask what you will of anyone from the Chairman of the Board to the janitor... and then make your own decision.
Be Right!!!... Sit Tight!!!
Best always,
Marty |
