Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : Compact Connection (TSIG) - The next CDNW? -- Ignore unavailable to you. Want to Upgrade?

To: Freon who wrote (446)	7/27/1998 10:19:00 AM
From: Dixie7777	Read Replies (1) \| Respond to of 1574

Something appears amiss between your and my interpretation of the latest filing. It appears to me that Gordon gets to have all the sex he wants without getting married. While this would be of dubious merit to a structured society in the real world, it sure seems great in TSIG's ability to use whatever of CCSI's asset's it wishes, while at worst case having only to pony up with 1% of the *net* profit. TSIG also gets automatic 5 year renewals of the agreement exclusively at their demand. CCSI get's squat in the form of bargaining power. Seems like a no-brainer to me and quite frankly blows the original deal out of the water in its bias towards TSIG. Please...... elaborate on where you believe I have mis-interpreted the filing. Anything is possible but I think I have a good handle on it. Rich

To: Freon who wrote (446)	7/27/1998 10:43:00 AM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 1574

I think you're probably right about the rate at which new customers are coming on board: I double-checked the date of that interview with Piercy, and it was conducted in the Spring. It does seem unlikely, given the transition, to have significant numbers of new customers come on board. Anyway, I'm willing to assume zero for that. If someone wants to check, that'd be great; but, to be honest, the growth-rate during the transition wasn't something I factored into my buying decision. I am concerned about growth going forward, which I think is more to the point for investors. At this point, I believe there's good potential for growth, which is one reason I've invested; but this is definitely something I will have to continue evaluating over time. (By the way, when I note growth going forward, I mean for TSIG as a whole: the teleservices divisions as well as Compact Connection. I like the strategy they're implementing for teleservices, as outlined in the investor kit.) The announcement in the 8-K/A -- that TSIG has not yet been able to consummate the deal with CCI -- does add another layer of uncertainty to the equation. However, I don't see any indication that TSIG isn't going to get what it needs to go forward with the CD Web site, regardless of the way that situation resolves itself. Whether it's the full-fledged acquisition of assets or the ability to license the assets exclusively and on favorable terms . . . TSIG looks poised to capitalize on the investment it has already made in the Web site. I think the only material impact of a failure to consummate the acquisition is that those assets wouldn't be counted toward TSIG's book value. And I most decidedly did not invest in TSIG because of its book value. LOL Thanks--.