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Technology Stocks : ACII - AmeriChip International, Inc -- Ignore unavailable to you. Want to Upgrade?

To: wso2 who wrote (1401)	3/13/2008 2:13:27 PM
From: BarclayDonaldson	Read Replies (1) \| Respond to of 2396

wso2: Love your enthusiasm... but at this point, I've got to wonder why you possess so much. IMO, an interview with Gaskins is a waste. Marc will sound upbeat and mention how great they've done since the "idea on a napkin", Gaskins will tout ridiculous figures while completely ignoring the 800lb gorilla on shareholder's backs (dilution). Dilution is not a problem to the directors as we have seen them grant themselves millions more shares (which is their right as they are doing the work). However, that makes for a bad investment for anyone other than a director. I think the PR yesterday announcing a $500k annual contract pretty much sums up what most people are thinking: it will be YEARS before they can generate the tens of millions of revenues they claimed from the get-go. How many shares will be out by then? When will the next R/S be needed? The reality is that for most shareholders, performance has been dismal due to the slow progress. The company has failed to deliver what they said they would in the timelines they've specified (on numerous occassions). So what does management do? They change the timeline and estimates and make everything sound great. We all know it's not. The company is growing, no doubt, but the rate of growth is far too slow given the rate of dilution. PPS will continue to flounder for a long time IMO until the point where they have SEVERAL $500k annual contracts. How long will that take? Well, we know there is only one more contract in the short-term pipeline. The odds they will nail several, even this year, is small IMO. I think the announcement yesterday is another small step to a larger order, but it is not a large order. It's the next step after the PPAP, probably higher volume but definitely not huge volume. I think large orders are still a long way off. For all you guys (and gals) holding this hoping to make your $$$ back, I hope I'm wrong. From what I have witnessed for four years, I don't think I am. There's an old saying: "a leopard can't change it's spots". I don't see the significant change (read: growth) needed here for shareholders to make money anytime soon. All my opinion...

To: wso2 who wrote (1401)	3/14/2008 1:03:58 AM
From: jbbooks	Read Replies (2) \| Respond to of 2396

wso2, the most recent press release says nothing about the mix and match of unique parts included under the umbrella of the production order announcement. Are we to assume that the production order is for one type of part, or possibly more than one unique part? For that matter, who is to say that there may or not may not be be additional unique parts in the PPAP pipeline for the customer referenced in the PR? To me it is conceivable that a blue chip customer may stage new part orders depending on the previous order history of the parts in question. If there are additional parts in PPAP, then why couldn't an additional production order be be issued for these components by the same customer as the components become approved, or the original production order be increased in scope? I guess my point is that a lot of posters see an announcement for a production order from a blue chip customer for a measly $1 million and ask themselves, "is that all there is"? Without knowing more of the details of the customer's overall needs, we don't really know.