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To: michael john stout who wrote (105)11/22/1999 10:38:00 AM
From: Francois Goelo  Respond to of 131
 
Look, it's my OPINION, based on my DD of SHPS and OSCR published on SI and RB.

You're free to have your own but judging by your question, you haven't even read the DD thoroughly, otherwise you wouldn't be asking... The previous Earning Estimates have been blown out of the window by the New SHPS Deal... OSCR owns over 50% of SHPS and has 16.8 Millions shares compared to 22 Millions for SHPS, while trading substantially lower....

JMHO, F. Goelo + + +



To: michael john stout who wrote (105)11/22/1999 2:50:00 PM
From: Francois Goelo  Read Replies (1) | Respond to of 131
 
*#*#*#* REVIEW and UP-DATE of OSCR VALUATION *#*#*#*

1) Unaudited Q3 Earnings:


OSCR reported 60 Millions in Revenue and $14 Millions in Net Earnings resulting in about 83 cents per share, based on 16.8 Millions Outstanding....

biz.yahoo.com

2) Projection for Q4:

Bill Velmer of SA Advisory had an interview with OSCR CEO, Rami Adler on 19th November 1999 and reported that the Q4 Numbers would be at least equal to the Q3...

ragingbull.com

3) Estimated Value of SHPS shares OWNED by OSCR:

SHPS has 22 Millions outstanding shares and OSCR owns just over 50% of that or about 11 Millions shares trading at around $6.00 for an approximate total of: $66 Millions... This figure divided by the number of outstanding shares of 16.8 Millions gives about $4.00/share...

4) Approximate Valuation:

Based on the last two Quarters unaudited figures of about 83 cents, I'll extrapolate the Yearly EPS to: .83 X 4 = $2.50. An average PE of 25 for a Telecom Company would give: $2.50 X 25 = $62.50, as a forward estimate of the share price for Year 2000... Add to that the current value of the holding in SHPS and we get: $66.50!!


ragingbull.com

This doesn't take into account the 1 Million Computer Deal that SHPS has landed, that should TREMENDOUSLY BOOST the Value of the SHPS holding controlled by OSCR...

5) Disclaimer: This is only my opinion, not a recommendation and no responsibility is accepted for errors or omissions... Potential investors should carry out extensive Due Diligence and only invest what they can afford to lose...

JMHO, F. Goelo + + +




To: michael john stout who wrote (105)11/25/1999 1:03:00 PM
From: Francois Goelo  Respond to of 131
 
*#*#*#*#* LATEST OSCR & SHPS UP-DATE *#*#*#*#*

OSCM is working really HARD in ISRAEL... I called at 7:00 pm and they were still hard at work to cope with the huge demand for the $300.00 Computers... I am very impressed with the attitude and professionalism of the employees I spoke to (all in perfect English) and the open manner in which the Business is run...

Without my asking, I was even offered the cellular number of a Major Executive, Mr Rosenfeld... I can't recall a Receptionist from an American Company ever doing that; on the contrary, the number would be carefully shielded away from any potential customer... It was refreshing to talk to people who REALLY WANT your Business... Here are a few topics discussed:

1) OSCR is the World Leader in the field of e-mail to fax and fax to e-mail conversion AND STORAGE of same! Leaders ALWAYS command a Premium in the Market: Microsoft, Intel, Ebay, etc...

2) The way we communicate is about to be revolutionized: we'll soon have Video-Phones including Interactive TV, either as stand alone or in conjunction with Set-top TV's, at VERY LOW FIXED USER PRICES, using Voice and Data over Internet Protocol.... OSCR plans to be one of the Leaders in this field, as well...

3) SIDY and BRKT are not competing against each others for OSCR Business: SIDY makes the software while BRKT produces the hardware... OSCR policy is to invest in any Company with which they have a strategic relationship.... Very GOOD IDEA, indeed!...

4) The Public Enthusiasm for the 1 Million Computers is so great, that they believe the whole lot will be sold in about 3 to 4 months, resulting in a HUGE CASH INFLOW (some $300 Millions) for SHPS that will mostly be accounted for in the first Quarter 2000... Of course, OSCR will also Benefit, has it owns over 50% of SHPS... What MORE can I say? As my friend wrote: "It's MIND BOTTLING!"...

5) Disclaimer: This is only my opinion, not a recommendation and no responsibility is accepted for errors or omissions... Potential investors should carry out extensive Due Diligence and only invest what they can afford to lose...

JMHO, F. Goelo + + +





To: michael john stout who wrote (105)11/26/1999 11:37:00 AM
From: Francois Goelo  Read Replies (1) | Respond to of 131
 
6 MONTHS FROM NOW, WE'LL KICK OURSELVES NOT TO...

HAVE BOUGHT FAR MORE OSCR and SHPS SHARES WHEN THEY WERE SO CHEAP....
We'll bemoan not having taken a third mortgage on our second Residence or scuttled our Yacht for the insurance money... Sorry, my back doesn't let me collect aluminum cans, as someone had suggested before...

ragingbull.com

HOW COULD SHPS & OSCR FAIL TO DELIVER MUCH HIGHER SHARE PRICES, Save for an Asteroid colliding with EARTH??...

ragingbull.com

JMHO, F. Goelo + + +

PS: anybody thinking I am Biased or Prejudiced is sadly mistaken... All the same, this is only my opinion, not a recommendation and no responsibility is accepted for errors or omissions... Potential investors should carry out extensive Due Diligence and only invest what they can afford to lose...