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To: Karl Drobnic who wrote (5070)10/30/1997 3:14:00 PM
From: kfdkfd  Read Replies (1) | Respond to of 31646
 
Why wouldn't a purchase of another Company to complement TPRO's business be the case for something BIG!!! Would add staff and additional business.



To: Karl Drobnic who wrote (5070)10/30/1997 3:22:00 PM
From: Mighty_Mezz  Read Replies (1) | Respond to of 31646
 
Karl - could you check out this recent post and let us know what you think of the numbers?
techstocks.com



To: Karl Drobnic who wrote (5070)10/30/1997 3:23:00 PM
From: Manfred  Read Replies (2) | Respond to of 31646
 
Karl,

if the y2k problem is as huge as we think... or even bigger
if tpro has no or less competition

then there will be an incredible imbalance between supply and demand

what can only lead to incredible prices (in other words, tpro can ask whatever they want for fixing the problem).

Isn't THAT an interesting leverage.

Additionally, hiring new staff (in part due to new acquisitions) will then be no problem anymore.

I think this possible and incredible supply/demand imbalance hasn't yet been realized

Good luck

Manfred



To: Karl Drobnic who wrote (5070)10/30/1997 3:48:00 PM
From: Zebra 365  Read Replies (1) | Respond to of 31646
 
Karl, I think we don't know the value of the CD

I agree with your assertion regarding the limits of what can be done with a limited labor force. From my first investment in this company I never doubted the size of the market for Y2K remediation but worried as to how this company could possibly ramp up to meet the demand. My answer now is that they will sell the tool and the blueprint for a small amount (10,000 to 20,000 is nothing) to many companies who will provide their own labor. Fluor and Square-D and Wonderware will be the extended sales force. See highlights below.

Think about how "popcorn pops" slowly at first, a few kernels, then rapidly accelerating. I think it was an apt analogy from the last conference call.

As for the last 90 posts, boy are you guys gonna get it when mom (CK) gets home!! I'm gonna tell!!

Zebra

From the form 10KSB of 10-27-97

The PlantY2KOne-TM- product suite includes a methodology designed specifically to address the manufacturing and process floor environment, an inventory and compliance database that includes vendor information for commonly used factory automation hardware and software components and search engines that locate date related code in application programs.

The methodology includes assessment, analysis, planning and remediation phases. The process begins with an assessment in which the overall project is definedand organized. An inventory of all process control hardware and software is then completed. In the analysis phase, that inventory is examined, component by component, with the Company's database of vendor year 2000 compliance statements and custom code is analyzed with its search engines to reveal date usage. The conversion planning stage addresses the results of the analysis to develop a plan for bringing the client's system into year 2000 compliance. The final stage is to execute the remediation plan.

The Company supplies either "end to end" consulting services built upon the methodology and use of the database and tools, or it will sell the methodology, tools and database access, packaged on CD ROM supported by internet access to the client for self execution. The CD ROM version of the product is in late stage development and is expected to be available to market in October 1997.

During the first 60 days after introduction, the Company received more than a dozen engagements for its Y2KOne-TM- services. In addition, the Company has received more than 10 requests for proposals for multi-plant engagements. Though only in its early stages of these engagements, which makes forecasting difficult, the Company believes its Y2KOne-TM- product and services hold significant near-term commercial opportunity. To properly support that opportunity, the Company will have to add significant staff, perhaps as many as 150 engineers. Further, it will have to make additional investment in product development.

Management believes that its pursuit of year 2000 business opportunities will have long-term effects on its operations. In addition to the near-term effect of increased revenues and improved margins, the Company expects that these efforts will expand its client base for its core business of system integration.

Subsequent to June 30, 1997, the Company signed preliminary distribution agreements with major automation hardware and software suppliers, including Wonderware, Inc. and Square D Company, a division of Groupe Schneider, and is developing a strategic alliance agreement with Fluor Daniel, Inc. that will include marketing its products and services to Fluor Daniel customers.



To: Karl Drobnic who wrote (5070)10/30/1997 4:03:00 PM
From: M. Frank Greiffenstein  Respond to of 31646
 
Karl D. writes <<We already know the potential of the CD. So unless TMex's news brings
additional leverage to TPRO, the upside of the news is limited by TPRO's
limited workforce.>>

I agree, but this is a problem with all of the y2k vendors, and the IT/IS y2k vendors have a worse problem than TPRO. Manpower constraint will be precisely the factor that RAISES the price of y2k services as we are midway into 1998. I read the MOntgomery Securities report on y2ks ervices, and found an interview with the CIO of Kaiser Permanente. They are raising their estimates of LOC work from $1 (Gartners estimate) to $4 per LOC. Manpower constraint is the chief reason.

I think TPRO will have an easier time finding engineers than 141 y2k vendors (at last count) will have of snapping up the small percentage of all known 550,000 COBOL programmers who are still alive or interested.

DocStone