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To: StkProfit$ who wrote (3233)8/5/1998 6:17:00 PM
From: Michael B Smith  Read Replies (2) | Respond to of 44908
 
vicarboyz, did they allude to when we might start seeing some positive press releases? and were there any nays on the CC who might be silenced now or become even louder?



To: StkProfit$ who wrote (3233)8/5/1998 6:19:00 PM
From: Norms  Respond to of 44908
 
To Rich, Marty, Gambler, Poisontaster and everyone on these boards doing their traditional best - THANKS. I was able to attend the entire conference call. It reaffirms everything I have always believed about the future of TSIG. We are talking about HUGE potential that goes way beyond the web site rollout.

I continue to believe that if you're looking at the web site as your pot of gold - you're looking in the wrong place. Teleservices and the CARD will be the cash cows for us and the web site will provide some of the glitz. Dates don't matter in the long run. Sell if you want but the future of TSIG is where it's at. Not next week or next month.

The conference call held very few surprises for me. Rob Gordon sounded his usual upbeat self. It must feel great to be on the leading edge of a true turnaround company.

Rob Gordon and all the fine folks at TSIG - you have my earned my respect and my confidence....Norms




To: StkProfit$ who wrote (3233)8/5/1998 8:51:00 PM
From: Lane Hall-Witt  Read Replies (2) | Respond to of 44908
 
I was very pleased with the approach they laid out for marketing CCI and the MusicCard: "guerrilla marketing" based on a grassroots approach, as opposed to extremely expensive retail marketing. This makes great sense for a company with limited marketing dollars -- basically, get others (dealers, fund raisers) to serve as the retail front, with TSIG/CCI supplying the logistical support to link those retailers and their customers with the fulfillment agency. Very well conceived and economical.

I continue to be a bit more worried about the cash/capital situation than Mr. Gordon suggests we should be, although I'm more at ease about it now than I was before the CC . . . and, even before the CC, I was on board as a long. The thing is, any acquired company is going to need some time to be integrated into TSIG and ramp up to full steam. Look at CCI, which turned a profit last year, but has basically been sidelined for some months while becoming, operationally, a part of TSIG. They'll still need resources to carry these new acquisitions through the ramp-up stage. Also, the latest 10-K and 10-Q show that the operating expenses (especially "salaries and contract services") have been quite high relative to revenues, and I'd figure TSIG will remain in the red operationally for at least a while longer.

Let me emphasize, as I said above, that I've been long on TSIG and am even longer after the CC. I just want to inject some caution into our thinking on the finances; we've got to give TSIG some time to get that balance sheet cleaned up. It sounds like Mr. Gordon has a plan for keeping TSIG on target financially, including the private placement that'll be announced shortly. I'm looking forward to watching this story unfold.