To: Breeze1 who wrote (3113 ) 7/15/1998 1:18:00 AM From: R. Gates Respond to of 6931
Breeze, TSIS answered most questions directly. While I cheerlead this stock on occasion, I will not go over the many great reasons to hang on to this one. This stock will only begin a PERMANENT march upward on their results. Hard cold earnings. Those who are in now believe that those earnings will be going nicely and dramatically upward. AND NO, TSIS doesn't necessarily have complete answers on what each contract will mean. Every contract is different and BASED PRIMARILY ON USE. To project earnings based on usage, especially since some of the services are news ones (like the GTE contract) is very difficult. It's not like TSIS is selling clients 500,000 widgets. It's hard to project revenues from services until each contract has established some history. Some guesses can be made, but it's safer to make them very general (like GTE's contract expected to double TSIS's revenues). Bottom line, service contracts based on usage need to establish some history before meaningful revenue projections can be made. That's a fact of all service businesses, no matter how low tech or high tech they are. What is known is that each contract will have very nice margins, regardless of actual revenue, and the more the usage, the nicer the margin. What is also known is that TSIS is signing contracts at at faster and faster rate. These won't move the stock price now, because no one, NOT EVEN TSIS, can say what these contracts will actually mean to revenue. But soon, we will, and that will move the stock price... IMHO, there is plenty of info available on TSIS, including financials etc. Have you gotten on the investors mailing list? Anyone who wants a nice bit of info on this company I suggest you call 1-800-931-5050. Ask your questions directly of Investor relations. Get on the investor mailing list. There's more real info available on TSIS than the majority of BB's out there-- still perhaps not enough, but more than most. And soon, when there is "enough" info (after we have a few more profitable quarters under our belts), TSIS price will be significantly higher than .52. I can guarantee that. Best Regards, R. Gates