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To: S.C. Barnard who wrote (8365)	1/5/1998 9:13:00 PM
From: TokyoMex	Respond to of 31646

Wow not only is Dr. Yardeni a brilliant head,,, he is also a nice fellow human being.. And to think dumb sobs like MW who has never done a DD on TPRO calls him a scam and crook,,, god help us for the MWs of this world, when we do have the economic chaos due to Y2K and embedded chips.. Subj: Re: y2k Date: 98-01-05 20:13:54 EST From: yardeni@ix.netcom.com (Ed Yardeni) To: TokyoMex@innocent.com (Tokyo Joe) Tokyo Joe wrote: > > Dear Dr. Yardeni,, > As a private investor in y2k stocks, your work makes perfect sense to > us.... > We admire your work at > techstocks.com > Joe Paku Thanks for the message. Dr Ed

To: S.C. Barnard who wrote (8365)	1/5/1998 9:51:00 PM
From: Zebra 365	Read Replies (2) \| Respond to of 31646

I think we need to remember that a normal human year is equal to about ten cyber-years. The conference call was only 50 days ago, yet I think, by some of the questions, these issues need to be revisited. All of these quotes are by John Jenkins and the entire transcript is available on the TPRO research thread. My comments are in italics, important points in bold. From the VERBATIM TRANSCRIPT OF THE TPRO CONFERENCE CALL 11/14/97 Q: Are there contracts, where the names have been publicly withheld? <<<I have a piece of paper in front of me here that is our attempt to track a Y2K pipeline. It changes daily. The one I'm looking at has 41 accounts on it with a total plant coverage embedded in those accounts of over 3500. An interesting piece here, again cycling back to the base business is that 80% of these accounts are new to the company period, end of argument. 100% of these accounts or 100% of the selling level in these accounts is new to us. We may have done work in a facility for someone like Bristol Meyers on a single facility basis, but historically in the base business, we've never had access to multi-plant decision making levels in the organization. And certainly, our model downstream as we expect to hold onto that access and live in these accounts after year 2000. So, we're extremely excited, we're in demand, we're managing our demand, and as Doug alluded to before, recruiting heavily on the execution side. We're also adding to senior staff. The press release mentioned the addition of Ken Owen from Fluor Daniel, which is a major increase in our executive selling capability as well as program management capability. So its a very exciting time for us as we sit here today. The press release does mention some new accounts by name. There are more. These are the ones at this point that were comfortable with having their name trotted out, I guess, for public exposure. We have booked a couple of very significant multi-plant orders that are addressed in here. And again, these right now, are for the assessment stage only, and we certainly and fully expect that those will role out to remediation engagements as well. >>> Q: Which is more profitable, selling tools or using TPRO engineers in remediation? <<<If the assessment phase is heavily client self executed by using tools, the tool activity on the front end is obviously higher margin, >>> Q: What is the current exposure to potential contracts? <<<We've got the Wonderware distribution channel that will in the course of the next 90 days, take us into somewhere between 15 and 20,000 new accounts through the release of their package suite 2000 effort.>>> Q: Do you have a play in utilities? (TPRO has a significant history with municipal water and waste treatment systems) <<<PacifiCorp, our alliance there is building momentum. We actually, I believe have received a project that we worked with PacifiCorp on that's in the range of $600K or $700K. That's our first major success with that organization. And that continues to build momentum. We had originally talked with PacifiCorp about developing taking PlantY2KOne and modifying it into a "Utility Y2KOne". For a lot of reasons, primarily their size and they view this as "an only 2 year opportunity", we're not going to do that with them. We've replaced them with another subject matter expert to bring into that. So that still is a very live and aggressively viable opportunity.>>> My how time drags when your stock is basing..... Zebra