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To: Jack Zahran who wrote (7682)12/20/1997 9:58:00 PM
From: biffpincus  Read Replies (2) | Respond to of 31646
 
IMHO, the press release failed to mention the most importan aspect of TPRO's business model.

Embedded systems is the name of the TPRO game and is what differentiates us from all other Y2K software providers. Anyone reading the Bristol press release, who is not knowledgeable about the company and the "niche" market in front of it, might view TPRO as "one of the maddening y2k crowd", indivisible from the rest.....Just another company grabbing some crumbs (albeit big ones) off the y2k plate. Nowhere is mentioned the term "embedded systems" or of the special attention companies will have to devote to this neglected Y2k problem.

If the revenue models projected on this thread have any relevance at all (100's of million$ served), then I think TPRO should be trumpeting our "embedded systems" difference to the world and use every opportunity to educate as well as market the absolute NEED for TPRO's services. Before I email Scott at IR about same, any thoughts on the appropriateness of this view?

biff



To: Jack Zahran who wrote (7682)12/20/1997 9:59:00 PM
From: Quad Sevens  Read Replies (2) | Respond to of 31646
 
Jenkins noted, ''Our order and proposal activity for Y2K products and services continues to grow rapidly. In addition, our base business remains strong. Total new orders in the company's first half are forecast to exceed $28 million. We are recruiting, hiring and training staff in all offices on an accelerated basis to
support current and forecast demand.''

I can't see why some are so sure that the 28 million is for the core business only. The structure of this sentence is: y2k is doing well, the base business is doing well, and total orders will exceed 28 million. Why the word "total"? Because it refers to "everything"--y2k plus core. At least that's a more plausible interpretation to me.

Wade



To: Jack Zahran who wrote (7682)12/21/1997 12:20:00 PM
From: Starduster  Read Replies (1) | Respond to of 31646
 
Jack,
Thanks for response. You are obviously very knowledgeable and good at what you do, your keen insight is well respected. I always enjoy reading your posts, I know I will learn from them. Sandie