To: SIer formerly known as Joe B. who wrote (2064 ) 12/28/1997 6:17:00 PM From: Aishwarya Read Replies (1) | Respond to of 4356
Hi Joe, Been catching upon the posts and came from out of town ( Where i did not have access to a PC) just now. You are raising a lot of questions here on the thread which cannot be answered by one single person in a moment but you will more confidence if you try digging upmore information. Please start off with brenda's research threads . Brenda !!! If you get time please update your research post . We need it . This is a general post i am putting out . Worst case - No contracts for OZON in 1997 (i.e. it's late) - Possibilities: (1) Revenues will not grow as quickly as they would otherwise in late 1998. (2) "Some" deals re: memorandums, strategic alliances, etc. could go south as these companies hit walls within their own time schedules, demand heats up, and other dynamics push past OZON. (3) Higher marketing costs because OZON will now have to compete something that is, not something that is in the works (Isomedix, Alcide,Pure Pulse et al). (4) Gettin $$$ above and beyond the future expectations (it too could use some $$ to feed its growth). This could lead to a secondary public offering of restricted shares (if OZON management is smart, and I give them credit for this important trait), preferred stock, debt or a merger with a company that can supply the $$. It could also lead to some innovative joint ventures/partnerships with people who see and share the vision Bill Stoddard and others paint for them. (5) Shifting strategic gears to generate $$ for OZON, to keep it on a road of growth (albeit, probably a slower growth than with the products). While such a scenario would upset purists, it would also demonstrate the tenacity of management to let nothing get their way on the road to success (for the company and shareholders). *** HOWEVER *** The key mitigating factor on the side of OZON (and its competitors) is the sheer size of the market for OZON technology. As I noted in another message, besides the applications we can point to today, there are many a SciFi/dream application that is not yet public. And I suspect there are quite a few that are not even fully worked out in people's heads. Competition tends to inspire more innovation as much as the dreams of SciFi writers. Bottom Line: worse case scenario is a delay in revenues and earnings, and thus, a delay in stock price appreciation. After watching the pattern of activities from OZON so far, my personal opinion is such a delay would be no more than 6 months. I see tenacity there. I see commitment. While these are not guarantees of success, they are crucial elements in succeeding in anything you do. I don't see OZON as a one-trick pony dependent on a single product/product line for success. They may have started out this way, but today I don't see it. You seem to be a highly cautious investor who does a lot of research and sets specific requirements before risking money. This is a highly unemotional investment style that the "pros" repeatedly say is the only way to do it. Sometimes, more often than not, people look at a small cap and subconsciously comparing it to the perceived safety of a large cap, then critize the heck out of it. I guess that's similar to criticizing a toddler for not having the athleticism of professional football player. Sounds stupid but that's what we do sometimes. For myself, I just wish I had more $$ to invest. Do I have questions? Yes, my skepticism is intact. But also, for me, OZON rings true in all the key areas and patterns. I don't need 10^Nth fact to make a decision. Others may, and that is their right. When you no longer see skepticism on this thread, you should be strongly considering selling OZON. Regards, Sri.