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Technology Stocks : Thermo Tech Technologies (TTRIF) -- Ignore unavailable to you. Want to Upgrade?

To: James E Lynch who wrote (4331)	6/16/1998 10:20:00 AM
From: David Pickering	Read Replies (3) \| Respond to of 6467

To all, Here is a repost from Yahoo #7840. It addresses the concern/paranoia on that thread in regard to my recent hiatus from posting (last SI post on 6-4-98). You guys didn't seem to notice (except for john b)... <<I do wish we could hear from the elusive Mr Pickering. I am hesitant to speak in a carping manner of him as I once verbally pummeled someone relentlessly only to find out later they were dead. However in Mr Pickering's case, if he is alive and well I feel he has a responsibility to reply. Of course that is assuming he is who he has represented himself to be. BTW is it acceptable for clients to tar and feather their Broker?>> The rumors of my demise have been greatly exaggerated. Geez, I don't post for a week and a half and you guys speculate I've sold my stake, left the country and my clients are trying to track me down with the express purpose of tarring and feathering me. Total anarchy! Utter chaos! Please get a grip. Has anyone considered the fact that since my last post, nothing has materially changed (waiting for $34MM financing, USF JV announcement, etc.) and I had nothing new to add? Besides, there's LOTS going on elsewhere with my business. I'm about to place $750M with an international equity manager, Brandes Investment Partners (soon closing to new accounts in September '98). Brandes' numbers for the last 1 year, 3 years and 5 years were 31.8%, 23.6% and 19.7% versus the MSCI EAFE's 18.9%, 10.9% and 12.2% (Morgan Stanley Capital Index- Europe, Australia and the Far East) and another $900M with a US growth equity manager, Campbell Cowperthwait. These guys just got a BILLION dollars from CalPERS (CalPERS is the nation's largest public pension fund with assets totaling more than $129 billion) to manage on 3-14-98. Their numbers for the last 1 year, 3 years and 5 years were 66.3%, 40.8% and 27.1% respectively versus the S&P 500's 48.1%, 32.9% and 22.4%. So much for the "info-mercial"... One has got to realize that the ball is not in Rene's court on the 100% non-recourse debt financing. He really doesn't know WHEN the final signature will be garnered, but he feels certain that we will get it and I believe him. BTW, TTRIF (Ed Kroeker and Dave Harker) will be in my neck of the woods (Montgomery, AL) on this Wednesday, June 17th at the Embassy Suites Hotel for a 5:00-7:00 PM CDT presentation. I would encourage all interested in attending (there's a broker coming all the way from Boca Raton) to contact Dave Harker at (800) 377-5085. I have asked the company to provide a sample of the pelletized animal feed for INDEPENDENT analysis at near-by Auburn University, which has one of the best Ag schools in the nation. I was told this is not done, but in my case, they might make an exception. I would appreciate a show of SUPPORT from my internet brethren so that the company will honor this request. I will publish the findings here. I think it's important that the sample be delivered at the presentation on Wednesday so that the company doesn't have time to spike the sample by throwing a couple of tons of halibut into the hydro-pulper.:-) Regards, David Pickering