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Technology Stocks : Network Connection , Inc. (TNCX) -- Ignore unavailable to you. Want to Upgrade?


To: port_mgr who wrote (301)7/10/1998 12:18:00 AM
From: JPLoos  Read Replies (1) | Respond to of 330
 
I feel like there is an echo concerning the 4 million dollar receivable. I stated before that the reason for the deferred payment was an accounting call by Coopers and Lybrand. TNCi had no control over the chosen accounting practice concerning the Fairlines installation. More important,is the actual installation on Fairlines can be seen at the TNCi web site (http://tnc.www.com). All of you can see the installation, read about the installation and realize that Port Mgr is wrong. If you are still skeptical you can visit Alpharetta as I did, or go to New York city on July 21 and 22 to see the entire system functioning. The location for the demonstration is being set up now and I will post the FACTS here again.

The competition does not have an In Flight Entertainment system. If they did have an In Flight Entertainment it would not be a fully digital LAN capable of baseband communication; this is what the Patent Pending is all about. You can log on to airfax.com (this is the web site for "the" Trade Publication to the industry) and read a feature story about TNCi written (February 98) by an industry professional.

The reality is now people, this is as far from dreamland as I have ever seen. As for the cash flows I am certain we will be surprised this quarter.

PS. Professional money managers leave their office to physically compare and contrast companies which requires asking the management difficult questions face to face. Try it some time and you will realize that TNCX does not focus on the same markets as CCUR. TNCX is a company with two new product lines (air view and cruise view)that work and there is interest in the market place, get out of your cubicle and see for yourself.



To: port_mgr who wrote (301)7/18/1998 12:12:00 PM
From: Yo Yo  Read Replies (2) | Respond to of 330
 
Port & JPLoos,

Good to see you two duking it out in a relatively civil manner.

Port makes a good point that TNCX is a very risky investment.
But aren't all startups? And I have to agree, that until
TNCX sees "the money" for the huge outstanding receivable,
there is some serious downside risk in the stock. Can you say
dillution?

But Port, you seem to make some invalid inferences toward misleading
announcements by TNCX. Have they made any in the past? And
in regard to why the receivable has not been paid, is there any
evidence to believe it is because of a product problem or is
Fairline just waiting for the plane to go online? Seems to me
you are being a bit one sided, like any shareholder in a competitor
would be.

JPLoos, I also agree with you, IF these guys are on the up-ad-up
and IF the product performs, and IF the 10% stake if for real, and
IF the orders come through, this stock has some serious upside
potential. A lotta ifs! Ain't this fun.

We'll know in the fullness of time.....
Yo Yo

P.S. Port, with a $15MM market cap, TNCX isn't exactly a
portfolio manager's kind of stock, is it?