SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: Gurupup who wrote (5513)11/6/1997 4:15:00 AM
From: B.D.Bauden  Respond to of 31646
 
"I know a lot of you will rip this apart, but have a ball, my bet is on the table, and I
will increase it at these prices, and carry me the hell out,but if I am right, I will come
and live with the whales."

Skipard,

The only thing I would rip you apart for is the fact that you are on a beach in Maui while I'm stuck here in St. Louis where it is currently 40 degrees and raining.

Enjoy yourself.

Bruce



To: Gurupup who wrote (5513)11/6/1997 5:21:00 AM
From: JDN  Respond to of 31646
 
Dear Skipard: There you go LOWBALLING again. Basic Business $45 million. THATS A LAUGH. We did that in the PAST. What about the business the CD's will generate. Try THIS on for size. 300 engineers (average-they now have 275 and said they plan to hire 150 more); $1,000 dollars PER DAY PER ENGINEER in the field (thats a stated # from them); 250 days a year (a conservative # as I believe a lot will be working on weekends) multiply it out and you get CONSERVATIVELY $75,000,000. Thats the base business number. YOU play with the PE thats not my field. As to CD's--who the heck knows. At the GIVEAWAY prices they have every factory in the WORLD that is remotely automated ought to be buying it JUST FOR THE HELL OF IT. BUT, if ONLY 20,000 are sold, I guess the world is going to be in a hell of a fix come 2,000. NOW, I havent even DISCUSSED charges for data bank access etc etc. JDN



To: Gurupup who wrote (5513)11/6/1997 6:08:00 AM
From: Gerald Underwood  Respond to of 31646
 
Skipard,

Nothing wrong with your scenario except perhaps the low ball figure in assumption No. 1. You are only pricing CDs at $3k per ea to get $60M on 20,000. If previous posts on this are accurate, TPRO gets $9k for complete CD with no reduction of price. If you try a multiple of 3 on that ($9k ea), I think you could extrapolate profits out to $3.81 including basic business. Giving yourself one big margin for error though. (ggg)

Best Wishes,

Gerry



To: Gurupup who wrote (5513)11/6/1997 6:51:00 AM
From: Hardrocker  Read Replies (1) | Respond to of 31646
 
Skip,

<In 6 months, I would like someone to pull up this post...>

Six months seems like an eternity to someone with a memory as bad as mine. I would rather thank you right now. Your point is understood, no compelling reason to count blades of grass or, as it were, cans of peas in the grocery store.

Thank you!

Hardrocker



To: Gurupup who wrote (5513)11/6/1997 8:27:00 AM
From: RDavidson  Respond to of 31646
 
Skip,

Congrats on successful Maui therapy. Two weeks there does more than any blood pressure medication. I believe your valuation to be reasonable, if not conservative. TPRO's mgt has laid a lot of groundwork in the past months. It's about to begin to really pay off. CD sales will outstrip our earlier estimates. That's a cash machine. "Regular" income should only ramp upward in hours, and rates per hour are likely to increase as scarcity of labor becomes more pressing. It looks like TPRO may enjoy a virtual monopolistic position in a life and death industry. You're on the money, I'll take that bet any day. Hopefully, today's press release will offer more info and increase buying. When impatience sets in, it's sometimes difficult to realize that you and others on the thread are far ahead of the curve here. We see opportunity in a small company in a little reported niche of an industry that the majority are either ignoring or at best, discounting. Time cures all and is certainly on our side here. Far better to build the share price slowly and soundly than see big runs and subsequent drops. Facts vs. hype.

Have a great time in what is one of the world's most beautiful spots. Hope you've had dinner a couple of times at Mama's Fish House.

Regards,

Roger D



To: Gurupup who wrote (5513)11/6/1997 8:41:00 AM
From: S.C. Barnard  Respond to of 31646
 
Skipard:
Relative understandable inactivity was the breeding ground for the plaque 'news' of "flack, BS, MM's,Insiders, margin, market,
JW,Timmmbbbeeerr,DDIM,ZITL",etc.
Good brushing *action* will help remove it, i.e. 11/4, 11/5.

P.S. with stocks at least I am one of the most patient of the patient, to a fault sometimes.



To: Gurupup who wrote (5513)11/6/1997 12:17:00 PM
From: pvw  Read Replies (1) | Respond to of 31646
 
Hi Skipard:

I've read and appreciate your posts on TPRO. If you get over to Honolulu while your here contact me and it would be my pleasure to buy you dinner. We have some pretty nice resturants here (worthy of your Big Kahuna status.)

aloha dot com..........patrick von wiegandt



To: Gurupup who wrote (5513)11/6/1997 5:39:00 PM
From: Andrew H  Read Replies (1) | Respond to of 31646
 
Skipard, I finally took a position in TPRO today after reading your post and receiving an email analysis of the company from Bounced Check. I had been watching and researching the company for the last couple of months. Seemed like it would be foolish to wait too much longer.

I lived on Maui in the hills of Olinda above Makawao for 10 years. If you are looking for whales, I assume you are on the Lahaina/Kihei side of the island. If you have the chance, I suggest you visit Hana and Kipahulu and take a swim in the 7 sacred pools. This area comprises some of the most beautiful country on the face of the planet.

Enjoy!



To: Gurupup who wrote (5513)11/6/1997 11:20:00 PM
From: M. Frank Greiffenstein  Respond to of 31646
 
DDIM thoughts...

First, this is good news. DDIMs casual mention of embedded chips problem will only increase awareness of TPROs existence.

Second, it sends a message that "there is gold in them thar hills" to the markets.

Third, DDIM must be desparate. Looked at their statement, notice they are only making peanuts from consulting, most $$$ from licensing. Can't grow or imrpess people with lincesing fees only. Systems integrator are making all the bucks and getting all the chicks. They see market opportunity in embedded chips, no MAST and CBSL and CSC and CPWR and CA to deal with.

Fourth, this is bad news. Some goofballs will think there will be alot of ocmpetition and sell TPRO stock. You can bet that alot of competetiors we never knew existed will crawl out of the woddwork. The time spent on the omputer analyzing competiotrs prospects will take us away from our families. Yomokatchi who?

DocStone