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Microcap & Penny Stocks : TSIS: WHAT IS GOING ON? -- Ignore unavailable to you. Want to Upgrade?

To: BarbaraT who wrote (1826)	5/10/1998 9:48:00 PM
From: dennis reed	Read Replies (4) \| Respond to of 6931

Dear Barbara,I have been accumulating TSIS for the last several months and currently have a large position. My intention is holding long term. I live near Omaha and called Inacom (HTQ here) and talked with Terri Jacobs in the IR dept.She was just moved into the dept.about a month before but she understood the TSIS history. Specifically, Inacom started using Investor Reach with TSIS in May 96 ( which likely makes them one of the first customers?) and they have been pleased with the relationship.Beyond that, she indicated that in April 98 their billing was about $ 1100.00 and ran higher in months around acquisitions and qtr.end.So she estimated that their annual cost ran about $16000.00.Their contract defines $.35/min for U.S. calls and $ .65 for Canadian calls. With this info I called TSIS to discover they consider Inacom to be a small account and that account size (for IR customers) tends to be based on 5 factors: 1. # of shareholders ; 2. industry ; 3. freq. of news ; 4. volatility ; 5. public awareness of co. So I took this data and put together a chart using some TSIS clients: ACCT BETA SALES TSHARES INST* %* VOL* # RELEASES ICO 1.44 3.8b 15 mil 182 95 160k 22/yr INTC 1.24 25b 1626mil 2408 50 17mil 72/ WEEK ADPT 1.03 1b 114mil 535 95 3.2mil 78/yr TDSC 1.59 90m 11mil 35 30 130k 14/yr XLNK 1.2 600m 74mil 459 88 2.4mil 32/yr DI 1.08 7b 175mil 671 83 1.4mil 42/yr AMAT 2.50 5.2b 366mil 936 69 7.6mil 48/yr * INST = no. of institutions holding. % = percent of total shares being held by institutions. VOL = ave. daily volume This random selection supports ICO as being a smaller account ( small total shares with very high institutional holdings and therefore very small ave daily volume) and suggests that the ave.IR account they mentioned in my call to them ($3500.00+/mo) seems reasonable. If this is in the ballpark,then, 40 IR accounts @ 3.5k/mo = $ 1,700,000/yr. run rate right now on the IR accounts only.The amazing no.to me is just how big Intel might be by itself and penetrating the big NASDAQ 100 would be (will be) awesome!!! best,dennis reed p.s,-speaking of household names-- had anyone heard of InaCom before?? p.s.s.- I can't get the nos.to stay put in the correct columns-sorry-any ideas??

To: BarbaraT who wrote (1826)	5/10/1998 10:04:00 PM
From: R. Gates	Read Replies (1) \| Respond to of 6931

TSIS Investors: Hope you all had a nice Mother's Day Weekend. It seems we have seen a weekend full of unfortunate personal attacks. These seems to be both good and bad for those of us who are Long Term Investors in TSIS. It is bad because it fills this thread with basically worthless dribble that we must weed through to get any real information. On the other hand it is good because, it seems that this type of activity increases around many stocks, not just TSIS, just before the stock jumps to a new level, higher or lower. Now, I happen to believe, (note: this equates to IMHO), we are about to jump to a higher level. These personal attacks are like the rumblings that occur just before an earthquake erupts. Now we could be getting ready to go to a lower level, but I'VE SEEN NOTHING TO SUPPORT THAT POSITION. I would like to make a comment about some of the these personal attacks. ALL opinions, ideas, information, ABOUT INVESTING in TSIS are welcome on this thread, but NO PERSONAL ATTACKS ARE WELCOME. I don't care whether you think TSIS is going to $10 or 10 cents, your opinion is welcome, and probably even useful if you have some valid reasons to support that opinion. Any serious investor isn't going to buy or sell based on someone's posting on this thread. It merely acts as a pointer to take action by doing real DD on the company. But if you come on here and only want to make personal comments on other posters, you only serve to LOWER YOUR CREDIBILITY WITH ALL ON THIS THREAD. If you have a problem with another poster, handle it privately. Let each of us decide if that person's opinions have any credibility. But if you personally attack them, you can be certain that YOUR OPINION WON'T! I will do everything within my power to make certain that those who personally attack others on this thread are removed from SI. This includes encouraging as many SI members as possible to e-mail SI asking that a person be removed. There are plenty of other threads on the web where personal attacks may be even encouraged. If anyone is unclear about what is and isn't permitted on this thread, check the terms of use. Looking for another solid week from TSIS. R. Gates