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Microcap & Penny Stocks : TPII - Year 2000 (Y2K); Groupware; Client Server Migration -- Ignore unavailable to you. Want to Upgrade?

To: Moosie who wrote (7687)	6/17/1998 1:20:00 AM
From: JOHN IACOVACCI	Read Replies (1) \| Respond to of 10903

Last post tonight I promise. My enthusiasm for TPII is carried over to the entire sector. I currently own VIAS, ACLY, CGZ & TSRI. All just bought recently and are very deflated right now. Wall street believes these companies are one shot wonders so even with 285% revenue increase ACLY still falls 3 points. My feeling is that with 1.2 trillion dollars on the table (again from the meeting) huge revenues will be flowing in this sector. With the embedded system problem alone TPII claims to be 500 billion. Many people feel that how can TPII compete with TAVA. When you are talking about these kind of revenues their is enough money for everyone. I feel that this world wide project is so huge all these companies will make record revenues. Being in DP for 16 years and seeing all the project backlogs my opinion is these companies will all become part of the developing DP departments and continue to draw significant revenues after Y2K finished. The key being that their is not one single solution. VIAS is going after the 10 to 42 billion desktop market, ACLY is concentrating on the DEC market so to be successful you need to be able to identify your market and attack it. I like TPII target Y2K market. VERTEX/2000 for IBM MVS mainframe solutions. Century 3.0 for AS/400 along with UNIX os and especially the embedded 2000 problem that might not be fully realized yet. My impression is that TPII knows it is very dangerous to bite off more than it can chew. Don't sign if you can't deliver. That is good solid DP strategy.