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To: chirodoc who wrote (7862)12/25/1997 3:47:00 PM
From: Andrew H  Read Replies (3) | Respond to of 31646
 
Chirodoc--.37 for 99 is a LOW estimate--I believe Charles Schwab has predicted over $1.00. Skipard on this thread has predicted far more revenues--check post number 6075.

Personally, at first I thought some of these posts were really out of line and wildly optimistic. However, after the BMY contract, I am not so sure. Read the transcript of the conference call, and a few of the posts by Karl to get an idea of the number of factory sites they are negotiating. The BMY contract alone refers to 125 sites worldwide. There is virtually no one else capable of doing this type of work as well as TPRO and of course the Y2K clock is ticking and the work must start SOON. So, many firms like BMY will be forced to turn to TPRO within a very short period of time. BMY contract alone is worth about 35MM in labor revenues to TPRO over the next 2 years. They are already negotiating with Unilever and Ivax and others we know nothing about. I believe the number of sites they were negotiating about a month ago was over 3500--remember, BMY is only 125 sites.

Once they have five or six jobs the size of BMY, they will have all the work they can handle (in terms of labor) and will have to start contracting out new jobs. So those who want TPRO engineers must act quickly. Time pressure is mounting. As you can see the revenue potential is immense, especially when you include the CDs and outlicensing their work.

I would suspect that BMY, Unilever and Ivax have checked out TPRO with far more detail and thoroughness than Toothfairy could muster. (:>)



To: chirodoc who wrote (7862)12/26/1997 9:45:00 AM
From: JDN  Read Replies (1) | Respond to of 31646
 
Dear Chirodoc: Yes its true, "Beauty is in the Eye of the Beholder". I read that forecast of earnings .12 for 98 and .37 for 1999 and thought it was very low ball. I, and I believe many of us have felt more like .31 for FISCAL 98 (6/30) and $1.02 for FISCAL 99). I guess we will have to wait till the end of the 3rd quarter (3/31) to see who is correct. Personally if CD-Rom sales go as well as expected and we already know Y2k business doing great, I dont think its possible to earn SO LITTLE. JDN ps: Not hype, just honest personal opinion