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Microcap & Penny Stocks : Zulu-tek, Inc. (ZULU) -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (17927)1/9/1999 5:35:00 AM
From: PartyTime  Respond to of 18444
 
Zeev, thanks for your glance into the proxy filing. I think perhaps in the normal world of stocks you are correct. But I also believe Zulu not a normal stock by any means.

If you think about it, we're dealing with a proprietary technology involving advertising and commerce techniques that are as cutting edge for the Internet as was advertising in the early days of radio and television. Thus, I think a lot of what we're seeing is still kept close to the vest, so to speak.

I presently see the company in a building and strategy mode, nowhere near a bragging mode. Were it in such a bragging mode, we'd hear pronouncements similar to what we saw when Zulu first bought SIM. I think it realized this mistake, that share price wasn't going to get the clear shot at upward mobility, simply by stating it had it all and we're gonna be the best.

Of course, the ex-SIMers and Wired certainly put a dent into that thinking and into the momentum as well. None of that helped either. Plus, I don't think the company or its investors expected what happened would happen. In effect, Zulu experienced the launching of a rocket with still a few wires still in a disconnect mode. But that's the past.

However, from a PR perspective in the aftermath of the SIM debacle, Zulu has pretty much operated in a quiet mode, concentrating instead on building its organization, management team, technology and resources, product delivery capacity and clarifying SEC responsibilities, together with ESVS. And we're just now beginning to see fruition from this effort.

The past finances to which you comment? No doubt, the funding and operations revenue to date have not been all too lucrative. But there's nothing to suggest--as Jon Tara has--that this will always be the case. At least the funding has shown it still has the capacity to acquire multiple companies with a plan to consolidate 'em into one entity with one focused business direction. And there is revenue with a reasonably strong hope of building more.

It's my belief once the fullscale ecommerce implementation, on multiple fronts, is in effect, the supportive demographic advertising delivery systems and theme strategies will kick in to support a broad range of ecommerce involving retail, medicine, entertainment, sports, automobiles, and others.

So, Zeev, it's my opinion although capitalization may presently appear less than sufficient, I think this would be a serious problem if the business plan were grim as well. It's not. Plus the timing for this company is very, very ripe.

Other stocks out there? Sure, there's a bunch. But how many will offer all ZuluGroup.com will? I don't think you're gonna find too many, at least at this stage of the game.

And Zeev? You worry? Don't worry. We all do. But right now, Zulu is still a risk adverse penny play and I think most investors, if not all investors, are keen to this. Indeed, it's only a fool who'd load up in such manner that if failure loomed, they'd begin leaping tall buildings in a single bound, the first leap starting from the top of the nearest high building.

Once again, thanks for your input and also your recommendation of another stock for us to look at.