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To: Andrew H who wrote (7636)12/19/1997 7:31:00 PM
From: John Hanzl  Respond to of 31646
 
To all...

Wow - this market (and I mean this stock) is more fun than jumping out of an airplane! (Well, almost...)

Anyway - here are a few posts from the TPII thread...

"My allegiance with TPII has faltered. Didn't they claim an exclusive to Bemer's product? Having the wind blown straight out of my sails yesterday, I am happy to report that I have found a new love...TOPRO. This love affair just got better after the buy-in with an announcment of a 28 million dollar contract with Bristol Meyers...for Y2000, of course. Yes..its the real McCoy, 28 mill folks...and that's just the first half.
Jump ship and take a ride on the Love Boat. Love...exciting and new...come aboard...we've been expecting you....its looooooooove...la la la, the love boat.......la lala..
Of course you have the choice to stay aboard the TPII Titanic.
All aboard!
"

And...

"I sold my position yesterday and bought more TOPRO. The smoke was burning my eyes. Need good eyesight to hold onto my money.

Good luck to all
"

Seems like our good ol' Topro is beginning to get its legs.

Have a great weekend y'all!
John



To: Andrew H who wrote (7636)12/19/1997 7:32:00 PM
From: Jack Zahran  Read Replies (2) | Respond to of 31646
 
It's going to take a few days to put this new announcement into perspective. It's so big that it is almost unbelievable, especially when you factor in the expanded info TM posted concerning the manpower that this one contract will absorb. To have a concern that there is not enough workers is exactly the beauty of this situation. The hourly rates will go up and the BMY contract will land TPRO many more worldwide contracts. If BMY is confident to announce their agreement with TPRO, then anyone choosing TPRO as their plant Y2K contractor will be so much more easier.

With TPRO being able to pick and choose the best clients and those able to pay the higher hourly rates. The other 19 pilots going on will have the pressure to sign similar contracts for the remainder of TPRO's resources before their forced on a waiting list. After that, any resources that free up and/or become available will be worth more than gold (I am talking about $210/hr like IBM currently charges for some of its people and they get it). With TPRO able to pay engineers more than they made before, you can see the mom and pop shops lining up to work for TPRO. Their will be an industry wide consolidation as TPRO eats up the best engineers around.

The TPRO story is growing much faster than our conservative estimates and more in line to what was previously considered hype.

Sleep well tonight all and congratulations to all those who weren't shaken out prematurely this week.

JZ



To: Andrew H who wrote (7636)12/20/1997 11:19:00 AM
From: JDN  Respond to of 31646
 
Dear Andrew: I suspect it will not be as difficult a task as you may think. In public accounting (and I suspect this is not different) we sent people out on the job right out of college. Called "on the job training". They were of course adequately supervised. I imagin they will hire qualified individuals, give them a week or two of in house "orientation" and put them to work under an experienced supervisor. Thats what I would do. As I understand it, the main reason they wish to draw the line at 450 engineers is that AT THIS TIME that is the amount they believe their BASE BUSINESS will support and they dont want to be in the position of huge layoffs after the Y2K phenomenon is over. Like any business plan, I suspect it is subject to change as conditions warrant. Rightly or wrongly, this companies management has proceeded very cautiously throughout this period. As a CPA, its one of the things I admire about them. JDN