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To: Richard S. Schoenstadt who wrote (9293)	1/22/1998 8:48:00 PM
From: lbs	Respond to of 31646

I accept that point. However, companies are notoriously slow to recognize the Y2K problem. It is unclear to me that a company's management will necessarily commit to doing anything before they have to. It may take a while for a company to decide to use TPROs services. There has been a lot of recent publicity about the embedded chip problem. Also, they may want to wait until the 1998 budget. We are fortunate that these question should be answered within the next week. Best wishes, Dan

To: Richard S. Schoenstadt who wrote (9293)	1/22/1998 9:26:00 PM
From: Mike Winn	Respond to of 31646

All, I am amazed about all the intelligent and healthy debates that are going now on this thread. This is contrary to the state about a couple of weeks ago where every dissident opinion got immediately shot down and the messenger got lynched. I have been in stocks where I had very large position and I also had the tendency to defend my stocks very ardently. But when I defended my stock and my arguments sounded so weak against the opposition, then 99% of the time I have picked the wrong stock and the opposition was right, and the price will drop. And then when I had such conviction in my stock that I could care less about what people are badmouthing my stocks, then 99% of the time I was in the right stock and the price will rise subsequently. So this SI is a good place to do your own sanity check. Don't worry about people causing the stock to drop if they said something negative. The proof is I have been posting negative comments about this TPRO stock for about a month now and there is almost no change in the TPRO stock price. So I alone cannot single handily cause the stock to drop. It's true that when a lot of people start seeing negative factors in a company at the same time then they will sell and the stock will drop. Would you rather see them expressing their negative thought here so you could be warned or would you rather stay in the dark and not knowing what other people are thinking about the stock (and when they sell)? Before the advent of Internet, I invested in stocks completely unaware of surrounding factors that cause a stock to move up or down. I basically bought or sold stocks on impulse, and either made very little money or lost a lot of money. Here we have all the ability to get informed, let use it to the best to benefit our investment decisions. Since the time I use SI and the Internet to stay informed about my stocks, my percentage return each year has always been in the double to triple digit.

To: Richard S. Schoenstadt who wrote (9293)	1/23/1998 1:35:00 AM
From: Andrew H	Read Replies (1) \| Respond to of 31646

>>If only 200 CD's were ordered at $4,000 per then Tpro should have increased their revenue by $800,000. If you use the $20,000 estimate that Jenkins gave as an average that would be $4 million. Yet Tpro is predicting only 1 to 1.5 million in yr 2k revenue in the 2nd qtr and if you read the conference call and take into account the news that revenues will be flat qtr. to qtr, it seems obvious to me that most of that revenue is service revenue. My own opinion is that CD sales are not going that well so far.<< Your points about the CD are well taken, IMO. After all, the incredible revenue and earnings projections which have been put forth on the thread are based largely on CD sales and the data base access revenues which will follow them. If these do not occur as we have hoped, growth will be much slower. Also Scott had raised our expectations by saying he expected many CD's would be purchased upon receipt. He must have had some guidance from the company. It seems those expectations have not been met. Of course, it may simply be that many companies have not yet come to take the embedded chip problem seriously. Management should be closely questioned in this regard at the annual meeting.