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

To: gary g who wrote (2053)	5/12/1998 6:39:00 PM
From: R. Gates	Read Replies (2) \| Respond to of 6931

Gary, perhaps what you don't realize is that TSIS is in the SERVICE BUSINESS. They are providing a service that can save most companies money in terms of shareholder communications. Your comment about TSIS: "I would be looking to cash out ASAP" seems really strange considering the great job TSIS has been doing getting BIG COMPANIES as clients. They provide a great service that saves companies money. That's what they sell. Have you called the company yourself? Do you understand how they save companies money and why Seagate, and AT&T, and Lucent, and others are so happy with the SERVICE that TSIS provides? And this isn't a service these companies would want to do themselves. Why would they when someone else can do it better and cheaper?. Also, when you're in the service business you need to be first and be the best, and so far TSIS is doing everything right. Show me another BB stock at this price level that has this much going for it, and I'll buy some that company's stock as well! I believe we'll see a continuation of TSIS's tremendous growth, new large (and small clients), and even new SERVICES added, but...for those who DON'T think TSIS's prospects are great and getting better, then pleeeeeeeeeeease,"cash out", now! BUT REMEMBER, your shares will fall into the hands of SOMEONE who'll be mighty glad you did "cash out"...

To: gary g who wrote (2053)	5/12/1998 6:53:00 PM
From: John S. Baker	Read Replies (1) \| Respond to of 6931

Not really arguing with your point(s) but would point out that Chiquita (originally United Fruit Company?) moved bananas from commodity products to branded products. Having that brand advantage is not the same protection as, say, a patent but it does confer a marketing advantage in many cases. In my evaluation, TSIS is a relatively low-tech business. Yes, they use T-1 lines and Interactive Voice Response ... but compared with some of the biotech companies and even some of the laboratory instrumentation companies also located in the San Diego area, TSIS is decidedly low tech. It is this very low-techedness which permits them to have such high margins. So what do they have going for them? Firstest. Maybe Largest? Assembly value. Client list, hopefully satisfied clients. Disclosure: I am long in TSIS.