To: R Hamilton who wrote (720 ) 9/16/1999 12:53:00 AM From: Stockwizard Read Replies (1) | Respond to of 803
R Ham: This one's a puzzling one. Due diligence is what one needs to get the best info. I am stubborn and do my research. I have yet to miss a call... that is until I got involved in this @#$^@#$% arena of internet stocks. I am sure that you are aware that these stocks move according to passion, and that's about it. TMCS has a bright future, but as long as AOL, YHOO, CMGI, etc. fizzle, so will the other net stocks, unless they get bought out or something else out of the ordinary occurs. Some 'hints' that were dropped are as follows (as well as my own interpretations): 1. More gobbling up of smaller companies will help TMCS reach a wider audience in the way that YHOO and AMZN are trying to expand. 2. DIS business with USAI will get TMCS wider publicity 3. TMCS aiming for Portal-type business which picks up advertising revenues in addition to the general ticket sales, etc. 4. There are potential suiters looking for possible purchase of TMCS. 5. Ticket sales are increasing at exponential rate and earnings should beat estimates. So I am in the dark on this baby as well as is Bank Boston or anybody else. If and when the net stocks rebound, TMCS has the right formula to lead the way. I would expect that towards the end of the year, when the net stocks react to the Christmas season action, TMCS will react accordingly. And, though Christmas is not always a positive to retail, the net is still young enough to allow for huge growth in this area. Last year, only 25% of net users had used the net for online purchases, while this year that number is now towards 70%. And don't forget that there are many more users this year. My target is $24 and I will double my shares. Sorry for the rambling. Good luck.