To: C.K. Houston who wrote (10592 ) 2/7/1998 5:50:00 PM From: Mike Winn Read Replies (1) | Respond to
I read through the posts at the clubhouse and I am amazed at what people think this company is a takeover candidate for oil companies, semiconductor companies, whatever else. Either you folks are out of your mind, daydreaming, hyping to the extreme, or something is missing here. Some of you strikes me as being very intelligent or having some technical background. Yet, you folks can have such a fantasy. This TPRO company is nothing more than a low tech outfit. OK, they found some niche in the market by compiling all the embedded components that can be non Y2K compliant, they are in "talk" with every major companies in the U.S., if they are lucky, they could land a few contracts. But when a company claims that they are in talk with so many many companies like that, it gives me the red flag warning signal. Do you know how much work is involved with just one company? If they get contracts with all those major companies, where does TPRO find the resources to do the job? I would prefer to hear this company gets one major contract with let say only BMY or GM, but the contract amounts to ten to hundred of million dollars, rather than simply hearing they are "in talk" with a lot of companies. The reason I say this company is low tech because they are doing simple factory automation with PLC, an integration put-together type of jobs. This is nothing compared to working on a complex system like a air traffic controller system or a nuclear plant. Understanding how those systems work require major expertise. IBM and Honeywell are still working their butt off since the early '90 on the new air traffic control system and it's still not done. The major air traffic control system is still operating on vacuum tube computers. Keeping those systems operating in a nightmare already. The FAA and everyone involved know they need to be replaced but all this takes time to replace.
