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: Skeptic who wrote (6592)11/26/1997 6:01:00 PM
From: Stuart Schreiber  Read Replies (1) | Respond to of 31646
 
I welcome all the shorts and only hope for more. If you've done your DD; have the confidence of your convictions, and have patience, those shorts are friends not foes. There's nothing quite as entertaining as watching them run to cover. We put our money up and choose our sides. May we all make money and may all my TPRO friends have a wonderful Thanksgiving. Share your love!

Stu



To: Skeptic who wrote (6592)11/26/1997 6:10:00 PM
From: Jack Zahran  Respond to of 31646
 
>>2. Y2K boost, no matter how strong, is temporary.

What I am learning about embedded systems is that the year 2000 is only one of the date issue's facing manufacturers. Other embedded systems will fail after a certain date. Different chips from even the same manufacturer have different date ranges they can handle. Some will fail in the year 2010 while others 2025. Why? Short sightedness. The dates vary, thus illustrating that TPRO's toolset is still usefull after the year 2000. Especially as the years pass on will the older embedded systems begin to fail due to these design contraints. TPRO's tools may need to be renamed, but they will still be needed. Unlike software systems, there are greater constraints and limitations on embedded systems. There are also a heck of a lot more potential embedded system problems. This by no means is a temporary situation. Y2K is only bringing this matter to the forefront.

Unlike software systems, many of these systems will require the entire piece of hardware replaced and integrated. There is were TPRO's core business benefits. If TOPRO replaces the system, who will maintain it? TPRO. Who will add on to it as the manufacturer's needs change? TPRO. Who will design and build the new plants for these big boys? TPRO.

This is the real thing. I don't think TPRO should be categorized as a Y2K solution company. And, I believe that TPRO's management will direct the investment community in 98 to it's much wider vision. Unlike other companies, TPRO's eyes are set on a much bigger picture.



To: Skeptic who wrote (6592)11/26/1997 11:19:00 PM
From: Gurupup  Read Replies (2) | Respond to of 31646
 
Skeptic,
If I may I would like to address your very salient points.

To: +Jack Zahran (6590 )
From: +Skeptic Wednesday, Nov 26 1997 5:02PM EST
Reply # of 6599

Four reasons not to buy TPRO:

1. No earnings and dilution required for future growth.

1a. You are correct, bu it is a $6 stock

2. Y2K boost, no matter how strong, is temporary.

2a. I strongly disagree. What IF they do the business that is possbile, build huge cash flow, use stock to buy more businesses that will be accretive, and the Y2K business goes for 3-4 yrs instead of 2?

3. Y2K as Trojan horse is plausible, but far from guaranteed.

3a. No issue, that is what we are all guessing about.

4. Y2K fallout could very well decimate the entire market, Y2K stocks included.

4a. Y2K can and probably will hit certain parts of market in a big way, but is it not possible that the TPRO's will benefit as a hedge, a concept play, or whatever?

That said, strong revenue growth, real earnings, and/or a rapid increase in Y2K awareness should definitely help this stock over the next 6-12 months.

This is a must, but once again we evaluate this stock with more stuff than GE,IBM,etc....If this were $20 a share today, I would be in your camp, and short this stock, but right now we are hoping and dreaming of tomorrow. I agree some of the price forecasts are wild, but I believe it could happen. That is what the market is all about , your dreams vs my dreams. The expectation is always greater than the realization. We just haven't had the expectation yet.