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To: C.K. Houston who wrote (201)11/26/1997 10:19:00 AM
From: C.K. Houston  Respond to of 411
 
ZWEIG

For those not familiar with Martin Zweig: He's a one-man industry on Wall St. He got famous in the 1970's by doing some excellent historical research on market movements. He unearthed the widely used put/call ratio, and wrote a lot of articles in Barron's. His analytical skills are first rate. His book "Winning on Wall St." is on most "must read" lists for Wall St. He started several services - newsletters, advising institutions, and mutual funds.

I think his mutual funds are run by managers, not by Zweig. He has computerized his analytical models and can come up with a performance rating on most any stock. So if a Zweig fund bought TPRO, it is a good bet that TPRO was subjected to a rigorous analytical model as part of the process. Zweig is well known for keeping an eye on risk where others may focus on reward. I have great respect for his work.
Karl Drobic Nov 25

Zweig does not have aggressive growth fund, but has two small cap funds. Zweig Series Trust Appreciation Fund - Class C seeks long-term capital appreciation consistent with preservation of capital. The fund invests between 50% and 65% of assets in small-company stocks, defined as the 2,500 stocks positioned immediately after the 500 largest stocks traded on major domestic or foreign exchanges. It may invest up to 35% of assets in the 500 largest stocks. The fund may invest up to 15% of assets in foreign securities.
Steve Rubakh Nov 25



To: C.K. Houston who wrote (201)11/26/1997 10:26:00 AM
From: C.K. Houston  Respond to of 411
 
JOHN JENKINS (CEO) & HIS VISION
=======================================================
Karl Drobnic, Publisher VENTURE RETURNS Newsletter, Nov 25 1997

The late Alan Watts was a popular speaker at business seminars. He liked to say that what nature does once, it does again...and again... Think of super-conductors. They were a holy grail of science for years. Then there was one. And then there were many.

Jenkins has proven his ability to buy companies on a shoestring. Now he's distracted by this Y2K business. When he gets back to buying companies again, he's going to have lots of cash, and he's going to have lots inside knowledge, and he's going to have lots of very senior contacts among the industrial giants. He's got his eye squarely on using Y2K to grow TPRO into a giant. I've been investing in Jenkins from the beginning. He's going to buy lots more companies. He'll get back to doing what he does best by next year.

I saw Jenkins present at a roadshow in April, 1996. I was impressed by clarity. He knew where the company was, where he wanted it to go, and how he was going to get there. I then met personally with him that summer, and was impressed by the clarity of his thinking and incisiveness of his comments. So I started investing even though the
company was being forced into highly dilutive moves to make the acquisitions.

Jenkins outlined, at my 1996 meeting with him, how he expected the next few quarters to unfurl. They were right on track. Then the Y2K database dropped into his lap, and I've been affirmed again and again in my conviction that Jenkins has the drive, the vision, and the
boldness to make this happen - it was call "reafication" by the Romans. It means making ideas into reality.

Recalling my meeting with Jenkins in 1996: We were discussing the acquisition strategy. I brought up Pacific Scientific and "Solium". "They were researching one thing, and something entirely unexpected popped up out of their research," I said. "TPRO is acquiring a lot of very smart people who everyday go to work and wrestle with cutting edge industrial problems. One day, one of your very smart engineers is going to solve a very big problem. You're a brainpower company immersed in practical applications - stuff people pay for."

The rest, as they say, is about to become history. In 1996, we didn't know it would be the Y2K database, but it was a pretty decent bet that something would turn up from the synergies that Jenkins was creating.

New acquisitions are likely to be accretive - they will enhance shareholder value from the beginning. Take a look at AgriBioTech (ABTX) for a somewhat parallel acquisition path. ABTX is a few months ahead of TPRO in its acquisitions. In a couple years, ABTX has grown from $29,000 in revenues to a current run rate of $280 million, and has started to turn a profit. It is also in a "mom and pop" sector and pretty much has captured a niche. ABTX also has a CEO who knows what's what in his specialty.

TPRO has been blessed with a cash cow. Jenkins has shown a firm grasp of leverage. I expect a lot. ABTX's CEO also surrounded himself with senior mngmnt. that knows the rules. There are lots of parallels between the two companies. It is do-able.

Original '96 TPRO Story: tomorrowcast.com

Karl Drobnic
VENTURE RETURNS

tomorrowcast.com



To: C.K. Houston who wrote (201)11/26/1997 10:31:00 AM
From: C.K. Houston  Respond to of 411
 
CD: "Seat" & Distribution to Wonderware
===============================================================
techstocks.com
techstocks.com
techstocks.com



To: C.K. Houston who wrote (201)11/26/1997 11:03:00 AM
From: C.K. Houston  Respond to of 411
 
Think "Year 2000" (Y2K) is ONLY a technical problem? Well ... you're wrong.
Y2K impacts our entire infrastructure .... in areas you can't even imagine.
===================================================================

The Year 2000 problem is often misunderstood, under-reported and/or discounted in print and broadcast media. Details are available only on the internet.

Many companies still don't want to acknowledge they have a problem, and if they do ... to what degree.. Everyone's afraid of litigation. No one wants a paper trail. Don't want stock prices depressed. SEC will soon require divulging this. In April '98, we'll be seeing a lot of Y2K disclaimers in 10K's. And, we'll be seeing HUGE remediation costs adversely impacting company profitability.
SEC FORCES ...: techstocks.com
SEC URGES......: techstocks.com

Firms Resist Year 2000 Disclosure. Now, why would they do that?
techstocks.com

How about that SEC "holiday" we're gonna get. SEC says only 2 days, Montgomery Securities says 3+ days, independent study for NY & NYC says "down 8 weeks". UK expects to be down a month. Hmmmm ... who's telling the truth?
techstocks.com

Everyone talks about the Fortune 500 or 1000, and how far along they are. Fine. All well and good. But ... what about the little guys?? And, I'm talking about companies doing less than $200 million in sales. Mostly Fortune 1000 working on a Y2K fix, with most effort at the front office (MIS) end. Lots of companies seemed to forget the plant floor.
techstocks.com
Didn't realize they'd find SO many of these little gizmos there. See "Problems & Failures".
techstocks.com

There's gonna be a lot of consolidating and acquisitions going on. The little guys are gonna get killed. The largest manufacturers have already started to demand that their suppliers prove that they will be Y2K compliant on time, or their relationship will be terminated. The "Big 3" automakers have already begun an aggressive campaign. If GM's experts don't certify your program ... you're out. Layoffs will commence as those companies cling to life.

Legal firms are salivating at the potential they see for Y2K litigation. "Bankruptcy" is one of the areas where they see major "growth" and "income potential".

US is ahead of Europe ... and where we ACTUALLY are, is NOT impressive.

Europe is focusing on the EuroDollar within 2 years? Will NEVER happen within their timeframe. EuroDollar has a deadline which can be extended. Y2K DOESN'T.
techstocks.com

Y2K & ASIA?? Nothing is being done on any meaningful scale. What about RUSSIA and the third world countries. Where do you think these guys rank??

We're a GLOBAL economy, guys. And, there are BIG, BIG problems out there.
techstocks.com

What's happening with banking? Hmmm ... Doesn't look good.
1st Y2K Bank Closing:
techstocks.com
FED May Bar Foreign Banks:
techstocks.com

Yardeni (Deutsche Morgan) changed his whole stance a from a few months ago. First, Y2K="No Problemo". NOW, 100% chance of worldwide recession starting in '98. Check out his recent House Banking & Finance Testimony:
techstocks.com

Anyone know how dominoes fall when they're lined up perfectly??

Citicorp and their Dominoes
techstocks.com

Airline's not gonna fly? Luftansa & KLM already preparing us for 2-day "airline holiday".
techstocks.com

Hmmm ... ALCOA, BP, SHELL-EXXON? "Failures"? Oh dear.
techstocks.com

Oil & Gas. Sounds like they're getting nervous.
techstocks.com

Telecoms? List goes on and on. More of the same.

WHOOPS ... seems SSA forgot something
techstocks.com

Next year's tax break??? Don't spend all your tax savings yet.
techstocks.com

What about your health? You might not be nervous ... but some high-level medical professionals sure are!
techstocks.com

Still think Y2K is no big problem? Doesn't impact me? ....... WRONG! Think again.

Many businesses still hamstrung by:

1. Denial
2. Failure to grasp full implications of the problem
3. Lack of management support
4. Lack of funds
5. Fear of liability
6. False hope for silver bullet
7. Lack of qualified personnel
8. Lack of serious media attention to this issue
This has to stop.

C.K. HOUSTON
Quest@hypercon.com




To: C.K. Houston who wrote (201)11/26/1997 11:24:00 AM
From: C.K. Houston  Respond to of 411
 
Think "Year 2000" (Y2K) is ONLY a technical problem? Well ... you're wrong.
Y2K impacts our entire infrastructure .... in areas you can't even imagine.
===================================================================

The Year 2000 problem is often misunderstood, under-reported and/or discounted in print and broadcast media. Vital information and details are available only on the internet.

Many companies still don't want to acknowledge they have a problem, and if they do ... to what degree.. Everyone's afraid of litigation. No one wants a paper trail. Don't want stock prices depressed. SEC will soon require divulging this. In April '98, we'll be seeing a lot of Y2K disclaimers in 10K's. And, we'll be seeing HUGE remediation costs adversely impacting company profitability.
SEC FORCES ...: techstocks.com
SEC URGES......: techstocks.com

Firms Resist Year 2000 Disclosure. Now, why would they do that?
techstocks.com

How about that SEC "holiday" we're gonna get. SEC says only 2 days, Montgomery Securities says 3+ days, independent study for NY & NYC says "down 8 weeks". UK expects to be down a month. Hmmmm ... who's telling the truth?
techstocks.com

Everyone talks about the Fortune 500 or 1000, and how far along they are. Fine. All well and good. But ... what about the little guys?? And, I'm talking about companies doing less than $200 million in sales. Mostly Fortune 1000 working on a Y2K fix, with most effort at the front office (MIS) end. Lots of companies seemed to forget the plant floor.
techstocks.com
Didn't realize they'd find SO many of these little gizmos there. See "Problems & Failures".
techstocks.com

There's gonna be a lot of consolidating and acquisitions going on. The little guys are gonna get killed. The largest manufacturers have already started to demand that their suppliers prove that they will be Y2K compliant on time, or their relationship will be terminated. The "Big 3" automakers have already begun an aggressive campaign. If GM's experts don't certify your program ... you're out. Layoffs will follow. Some small companies are already choosing to just shut down their businesses.
techstocks.com

Legal firms are salivating at the potential they see for Y2K litigation. "Bankruptcy" is one of the areas where they see major "growth" and "income potential".

US is ahead of Europe ... and where we ACTUALLY are, is NOT impressive.

Europe is focusing on the EuroDollar within 2 years? Will NEVER happen within their timeframe. EuroDollar has a deadline which can be extended. Y2K DOESN'T.
techstocks.com

Y2K & ASIA?? Nothing is being done on any meaningful scale. What about RUSSIA and the third world countries. Where do you think these guys rank??

We're a GLOBAL economy, guys. And, there are BIG, BIG problems out there.
techstocks.com

What's happening with banking? Hmmm ... Doesn't look good.
1st Y2K Bank Closing:
techstocks.com
FED May Bar Foreign Banks:
techstocks.com

Yardeni (Deutsche Morgan) changed his whole stance a from a few months ago. First, Y2K="No Problemo". NOW, 100% chance of worldwide recession starting in '98. Check out his recent House Banking & Finance Testimony:
techstocks.com

Anyone know how dominoes fall when they're lined up perfectly??

Citicorp and their Dominoes
techstocks.com

Airline's not gonna fly? Luftansa & KLM already preparing us for 2-day "airline holiday".
techstocks.com

Hmmm ... ALCOA, BP, SHELL-EXXON? "Failures"? Oh dear.
techstocks.com

Oil & Gas. Sounds like they're getting nervous.
techstocks.com

Telecoms? List goes on and on. More of the same.

WHOOPS ... seems SSA forgot something
techstocks.com

Next year's tax break??? Don't spend all your tax savings yet.
techstocks.com

What about your health? You might not be nervous ... but some high-level medical professionals sure are!
techstocks.com

Still think Y2K is no big problem? Doesn't impact me? ....... WRONG! Think again.

Many businesses still hamstrung by:
1. Denial
2. Failure to grasp full implications of the problem
3. Lack of management support
4. Lack of funds
5. Fear of liability
6. False hope for silver bullet
7. Lack of qualified personnel
8. Lack of serious media attention to this issue
This has to stop.

C.K. HOUSTON
Quest@hypercon.com