To: R. Gates who wrote (2473 ) 6/2/1998 11:45:00 AM From: BarbaraT Read Replies (3) | Respond to of 6931
Wow ... I've been away for a couple days and come back to 54 posts on TSIS. What a change a month makes. I have to agree with Skip. I am long on TSIS as everyone knows. But I am very worried about all the high expectations I am reading here. From what I have been able to eek out of the company, this past quarter will be profitable ... but perhaps only a fraction of one cent. I posted this some time back. From what I can gather, too many people are building up exceedingly high expectations which can only lead to disappointment. This past quarter was the first profitable quarter... but only slightly. However, that in no way takes away from the fact that this is a complete turn around for TSIS. Revenues and increasing monthly, and that is the most important thing to consider in a "growth" company. I could not even begin to estimate "annual" earnings 12 months from now since it depends on how many companies they sign over the next year. What is great about TSIS is that the bottom line can only increase ... as long as they keep all the clients they sign. And they haven't lost one yet, so we know they are doing something right. I, too, expect this company to be over $5 ... some day! I wish that were next week, maybe it will be in 6 months or 12 months ... or 2 years. But it will get there. The sooner, the more sweet. But please don't expect anything stupendous in the immediate future. People, be realistic. This is a real company. We don't need hype or misleading information. The company is in the black, it has turned around, we are signing more clients monthly, GTE alone "should" double "current" revenues ... we are still in on the ground floor. The stock will fluctuate and the nervous nellies will always bail. Foolish, in my opinion, and very shortsighted. But we, the long term holders, can only guess at the true potential of this company long term. And I am sure that I, for one, am underestimating the growth potential here. Get real, people ... please do not build too much hope into the "earnings" for the last quarter. Look at the revenues and remember GTE will double those in 12 months or less ... and perhaps another double when you add in Applied Materials, Seagate, etc. Oh ... one last thought. Someone posted that it seemed strange that they could announce the name of GTE while not doing the same with AMAT and SEG. That is not unusual. A lot of big companies (especially the technology ... Silicon Valley ... companies) put restrainers on releases). When they are allowed to release the names they will do so. GTE, like AT&T, has no such stipulations. Instead of looking for thorns, be glad to smell the roses!