SI
SI
discoversearch

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.
Technology Stocks : Thrustmaster (NASDAQ:TMSR) -- Ignore unavailable to you. Want to Upgrade?


To: FreedomForAll who wrote (1796)12/14/1998 1:16:00 PM
From: esecurities(tm)  Respond to of 2443
 
>>hasn't Internet Phone been doing this for years?...

Internet vocaltec.com Phone allows one to call another person(s) given you have their number just like AT&T, Worldcom, et al...it does not appear if one say is interested in 100 ways to wok one's dog...that vocaltec's technology would immediately take them to a P.A.W.S. thread and allow one then to immediately engage in conversation...oh, that's w-o-k...perhaps not P.A.W.S. but maybe the galloping gourmet...or say one has advanced radical brain cancer and simply wishes to commiserate with someone or others who are in a similar situation...again, it does not appear Vocaltec's technology will take that person to say Genentech's breakthrough recombinant dna engineered herceptin&reg [usenet?] thread...ad infinitum...



To: FreedomForAll who wrote (1796)12/14/1998 1:51:00 PM
From: Kailash  Respond to of 2443
 
Here's a look at three sources for earnings estimates for TMSR. Everyone agrees that last quarter was the pits and earnings are heading up from there - TMSR missed estimates by 99% - but nobody has much of a clue by how much. To come out positive for 1998, the company must earn .95 a share during the current quarter (if my figures are right; I haven't gone back and checked the first two quarters), which is more than what the recent company press release anticipated. On balance, a 1998 loss of at least 50 cents seems likely, which is way below the still official Zacks estimate of a 40 cent gain. Since their new software won't be available until after new year, a greater loss is very possible.

Next year is an open bet - I won't try to estimate the impact of their new software, though I understand it is currently available for free. It is certainly software that deserves to become popular. So far the promotions have been timed to prop up the share price - and very successfully too - rather than to advertise the product; I'm also skeptical to their sending out a press release promising a redesigned web site. So far this is really not very substantial. One of the directors entered to sell 30,000 on 12/10; he sold the same amount at the peak in spring. I would worry I'm being taken for a ride - it'll in any case be a bumpy one, and probably with much better entry points in a couple of weeks. If I'm right, we just peaked at 11 today.

TMSR Earnings - Various Estimates:

Current Fiscal Year 12/98 (reporting 1/20/98?) - quite a spread:

zacks: $ 0.40
411: $ -.08
WSRN: $ -.58

Next Fiscal year 12/99 - long term optimism:

Zacks: na
411: 0.77
WSRN: 0.41

Current Quarter 12/98 (reporting 1/20/99) - anybody's guess:

Zacks: na
411: na
WSRN: 0.37 (this optimistic estimate still gives a '98 loss of -.58)

Next Quarter 3/99

Zacks: na
411: na
WSRN: 0.01

Last Quarter 9/98

Known: -0.75

EPS surprise last quarter (analysts have been very wrong before):

Known: 99%




To: FreedomForAll who wrote (1796)12/15/1998 5:24:00 PM
From: Smilodon  Respond to of 2443
 
Talk-n-Play isn't unique.

shadowfactor.com

I tried shadowfactor's Battlefield Communicator a few months ago. It is interesting, but not perfect. There is a slight delay when talking and it sometimes crashes. The next generation of games (at least the Real Time Strategy and 1st Person Shooter games) will probably all have voice communication built in.

Regards,

Archer