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Microcap & Penny Stocks : TSIG.com TIGI (formerly TSIG) -- Ignore unavailable to you. Want to Upgrade?

To: Key West who wrote (14369)	1/9/1999 1:54:00 PM
From: The Swordsman	Read Replies (1) \| Respond to of 44908

gene, While I can understand your angst at the nature of my post your response is exactly what I was hoping for. As I said in my original post about you, While shorting cannot be stopped while it's legal over the border, and I personally believe anyone that does consider it with a penny stock has to have a screw loose, but with the past being what it was, I would not like to help the enemy if we have one amongst us. I'm not the one that put the story into the most recent 10K. If Mr. Gordon thinks enough of the possibility of a shorting scenario to file a suit I too cannot ignore, nor do I believe that any of us that believe TSIG has merit can ignore the further possibility of it happening again. That out of the way, I sincerely wish you luck with your Very small position. Would you mind sharing with us your specific reason or reasons for coming onboard. Sword

To: Key West who wrote (14369)	1/9/1999 2:17:00 PM
From: wjmtmoney	Read Replies (2) \| Respond to of 44908

In my opinion, there is no reason for WS to look at TSIG at this time. Serious money managers would have to be microcap managers and they would have to overcome their stated fund objectives and screening techniques in order to invest in TSIG. Every decent money management firm that I know, will screen out companies that show negative net worth and negative earnings. Most won't accept a company into their portfolio until they have cumulative quarters of growth or earnings or both. But I think you know this already. TSIG is a high risk venture. I like the risk...I enjoy the dialog on the thread and being able to dream about hitting a winner. Here are some possible blowups that could occur... the company screws up big time on implementing the BR card distribution. If the teams don't grab onto the idea on a local level and a team level, the participation could be dismal. As a little league coach and manager, I know that if a local board does'nt want to push the concept... they may go back to their old fundraising methods and sell candy or pancakes or tee-shirts. They do what they think is easiest and if they don't like CDs or internet..they bag out. The company could do extremely well or they could completely bomb...depending on local level involvement and on how much effort TSIG makes in connecting to parents. second, even if BR goes well, the market knows that this type of deal could be taken away be a more able competitor by next year. If it goes well, BR should have no reason to change, however, money talks, and our competition has more money to throw at acquiring customers. If we don't have multiple deals in place, the market will discount our company because we are a one or two customer company. They won't do that with Amazon or CDNow because they have multiple customers. third, we don't have true credibility in our management team yet. We have some quality managers that have come on board recently but few have had the opportunity to prove themselves under fire with this concept and this company. Read the bios under the company website and you gain a certain level of comfort that they are not novices...but you don't see that they have taken companies successfully from pennies to multiple dollars. If I'm wrong here, I would welcome others due diligence. fourth, we have strategic alliances with NMF and Dick Clark(?) but a strategic alliance without specific contracts that give the company something of immediate value...probably won't benefit the share price. If we can say in six months that the alliance brought us a deal or two, then the market may value the alliance. fifth, Phil Esposito is a well known name in some circles, but even here, the proof will be in the contracts he brings to the table and the doors he is able to open to commercial businesses and major sports venues. sixth, if the CCI deal falls through as a result of an unacceptable audit or ?...then the $15-25 million of publishable gross sales from their 1998 year will not be available to PR and we are back to having a company with no sales history and only promised deals on the table. All this said Gene, I am confident that the company will be successful in enough of their deals to bring $25-150M in sales in for 1999. Even at the lowest end of the spectrum...I think the shares warrant the current value. Management is aware and working on all of the above and more...and I trust that my investment in TSIG and my patience will begin to see the share price rise. For what its worth, WJMT

To: Key West who wrote (14369)	1/9/1999 3:27:00 PM
From: REW	Read Replies (1) \| Respond to of 44908

Gene, I, for one, always give benefit of the doubt to anyone looking for DD, positive or negative, concerning an investment. I examined for a long time TSIG and continued to add as I went along. Now there is no question about my feeling toward the future success of this company. Keep in mind while you are doing your DD concerning TSIG/CCI as to whether you will add to your holdings the future potential of earnings growth. If you cannot grasp the forward picture then this is not the investment for you. I am sure with the experience you say you have you have examined many start-up companies. The prior financials are not good and will improve. The shares outstanding is large but the earnings we expect should allow for a substantial growth from the level we are currently at. Take a look at what has already been done toward creating earnings. The Babe Ruth fund raiser should generate at least 2 million cards this year. I think 2.5 is attainable and at that level could add about .35/share earnings. The business TSIG was already doing plus the NMF and Esposito getting the sports franchise interests will more than pay the bills this year. Soon the Phase 2 site will be ready. According to the home office they want it up by March. The groundwork has been laid and construction has started. Cohesive didn't sign on to just do Phase 2. It is just the top priority. Once it is done then they move on to the next project. We all have ideas or desires of what they should do next but that is up to Robert Gordon. Go check post# 14249 and see if TSIG isn't looking to the future for expansion. Cohesive is extremely qualified in their field and the fact that Hwang agreed to be on the board of TSIG speaks well for the expected future of TSIG by a major force. As for the current position of TSIG as they move from the current position. The thought is there are a number of further earnings producing deals on the table in varying stages of completion. My thought would be there could be some events timed to the coming site completion. Why force a new volume of business on the old site that may not be up to par when a new state-of-the-art site is just a few weeks away? It would only stand to reason to try and have the marketing force of TSIG, concerning CCI, go into high gear with the official opening and for all intents and purposes entry into the competitive market. Understand also that CCI is not in the CD business primarily. It is in the Card business. Each MusicCard sold gains a customer that can purchase 20 CDs at under competition prices. As long as there is a site and prices and service available to draw the customer WE WIN. That marketing strategy keeps the customer acquisition expense down and allows TSIG/CCI to attain profitability at a young age. The deals CCI does has the potential for each one to bring a volume of potential customers to the table. Many deals will also attack a different portion of the available market. IMHO the share price being offered for TSIG is undervalued when looking forward and a few months those of us that are hanging long will then think they got a real bargain and again in a year or so will think they got in for near free. Bob

To: Key West who wrote (14369)	1/9/1999 3:56:00 PM
From: Martin E. Frankel	Read Replies (2) \| Respond to of 44908

Gene, << My question to Martin is quite genuine, in fact, I asked the same question to him privately a few months ago. >> And, Gene, I believe I answered your PM via PM at the time. << If Mr. Frankel tells us that this is <one> (sic) of the most potentially interesting situations he has seen in a long time, fine. I will listen to what he has to say. >> Well then, Gene, please "listen" carefully (and I say that most respectfully): TSIG is, IMO, not only one of the most potentially interesting situations I have seen in a long time... it is, IMHO, potentially the best long-term investment I have ever seen in 40 years of investing or I think any of us will or may ever see. Why? It's really not that complicated. TSIG is obviously in the right sector and at the right time (and I believe you will agree, based upon published statistics and analysis that this is just the beginning of the Internet and/or e-commerce and teleservices businesses). Go back quite a few years in history and look at the data for other sectors and the "leaders" at that time versus the current "powerhouses". I think you will find that many of those early "leaders" are now gone and the "later" (latecomers) and remaining "powerhouses" are now solidly entrenched. Just look at the computer hardware sector as an example. If only investors (and that includes brokers, analysts and others on "the Street") could have had the foresight to see and understand the foresight of Michael Dell... the young kid in Texas with a better marketing idea. Same PC... just a different way of marketing a top quality product and giving good service on top of it. Just go back and look at the history of Dell and tell me you don't wish you had bought a few hundred thousand shares and put them away for the duration... when people (and that includes "the Street") were saying Dell who?? Oh how well I remember the articles written about Michael Dell years ago... calling him the crazy kid who quit college to start Dell Computers with a new marketing idea... thinking he could take on the "giants". Who's laughing now... or smiling now... or crying now? The above is just a conceptual answer, however, I believe it to be pertinent to your question. TSIG, Gene, is not a manufacturer or assembler of components. It has and needs no inventory. It sells other peoples' products (CDs presently and, I believe, much more to come in the future) using a unique guerrilla marketing technique where they actually get paid for their advertising via the "Card" which not only produces immediate cashflow, but also opens the door to return shopping at their sites by loyal cardholders. Crazy?... perhaps, but crazy like a fox, IMHO. As to why TSIG is not being recognized by the "Street" as yet... good question. 1)I believe that other than in Canada (especially Vancouver and Alberta) with it's multitude of "penny stocks", OTC:BB stocks are paid little attention to by the "big boys" with deep pockets such as mutual funds, hedge funds, institutions because of the price which prevents them from buying (except by those very, very few whose charters allow them to invest in "Pennys"). When the share price finally starts moving up... as I believe it inevitably will... one institution buys and then another and then another. And then everyone except the shorters are happy. 2)The growth of the internet is, IMO, another factor. Everyday people are watching every tick and trade of TSIG on their wonderful computers (which most didn't even own a few years ago)... getting excited when it goes up and depressed and frustrated when it hits a bump. This has become a world of "investors" whose concept of long-term ranges from five minutes to six months or so. I am a fundamentalist using all the DD I can gather as well as evaluating a company's management, but I do use charts to track my investments... and the chart for TSIG looks, IMO (and that of others) great! This recent pullback was perfectly normal and, IMO, healthy. Many forget that the share price is up over 100% from about a month ago. And, BTW, if you use charting, you will probably agree that TSIG is now a strong buy based solely on technical analysis. 3) Fortunately, IMO, Rob Gordon (Chairman of the Board of TSIG) is not only one of the best dealmakers I have ever met, but he is also "Streetwise". He refuses, much to his credit I believe, to hype and pump TSIG stock with meaningless PRs as is so common with many other companies. The PRs that TSIG releases are meaningful... although it may take some thought and reading between the lines to understand their importance. And, yes, I believe TSIG will release plenty of solid PRs... but when... I don't know and to me it is unimportant. I am not day-trader or momentum player. I am a true long-term investor and I guess the proof of the pudding as to what approach is correct comes in the value of one's portfolio in the years ahead. IMO, day traders and/or momentum traders could be left in the cold just based upon TSIG's PRs and the timing of them. Didn't someone post a few months ago that TSIG doesn't release PRs on Fridays? I think you'll see two of the most recent ones contradicted that hypothesis. Dangerous for a short-term trader... and even more dangerous for a "shorter"!! 4) I have taken the liberty of reposting a great synopsis taken from the RagingBull thread. I hope the author has no objection. How many people do you believe have ever even seen these? How many people have even heard of TSIG... yet?? << quote.yahoo.com IMPORTANT QUOTES (TSIG) * Here are some comments made by credible sources about TSIG. JOSEPH M. SMIEGOCKI, Vice President/Marketing of the Babe Ruth League stated, ''We anticipate great things from this relationship with Compact Connection. This is a fresh approach for us, and we are very excited about the fund-raising potential of the Babe Ruth MusicCard.'' ''Cohesive is uniquely positioned to provide the full range of services that will enable Compact Connection to continue its rapid growth,'' said JOHN HWANG, Cohesive Managing Partner. ''With our experience working with clients such as Netscape, Sunrider International, Microsoft, and N2K, we bring our best practices experiences to TeleServices.'' ''I am excited about the prospects for TeleServices and Compact Connection,'' said Mr. Hwang. ''I, together with the whole Cohesive Internet team, plan to make whatever contributions we can to the further development of Teleservices' e-commerce business. Cohesive is uniquely positioned to provide the full range of services that will enable Compact Connection to continue its rapid growth. With our experience working with clients such as Netscape, Sunrider International, Microsoft, and N2K, we bring our best practices experiences to TeleServices.'' WAYNE PARKER, President of amplified.com, said ''TSIG's ability to link Compact Connection's e-commerce functionality to its call center will provide customers with a much more rewarding Internet shopping experience. We are pleased to be working with such a forward thinking company and look forward to a long and mutually beneficial relationship.'' As for why he joined TSIG, MR ESPOSITO commented, ''I think the MusicCard is going to revolutionize sports promotion. After they see us do it in the NHL, it will lead on to football, baseball and basketball, and that's just fine with us. We are very excited about our relationship with CCI--we think it's going to be terrific!'' >> The key to success in any company, IMO, is (1)planning (2)action and (3)reaction... on a continuous basis. TSIG has and is doing that, IMO, on a rapid basis. It will take some time for the "the Street" to learn about TSIG and it's gameplan and the ongoing execution of it's strategy... but I believe the time will be shorter than expected. But please, Gene, do your own DD to satisfy yourself. Poisonstaster's (Steve Lin's) synopsis is superb and a fair assesment as a starter. If you are sincerely interested, read the threads on SI and RagingBull. I know it will take at least a day to do so and I am sure you, as a professional, can see the "bashers" quite easily (those who refuse to respond to corrections or questions and continuously post the same garbage), but I believe you will change you perspective about TSIG (as will, I believe, "the Street") once you've educated yourself. BTW, was your one-liner post regarding a reverse split there for a reason? You were not really asking a question, Gene... you were trying a scare tactic. Besides being illegal, it wasn't very professional or gentlemanly now... was it? Be Right... Sit Tight!!! Best always, Marty

To: Key West who wrote (14369)	1/10/1999 12:54:00 AM
From: kekoa	Respond to of 44908

Gene, good thoughts and thanks for your posts. We sometime rise to the bait even when there is none. My take as a TSIG investor is that prior history (look at the last 10Q)that is on the "record" would not attract the "street." What a lot of us have seen is a comprehensive rebuilding with new management, new ideas, new marketing, better tech base in both the telemarketing and e-commerce sides. These items have been articulated from time to time on this thread and elsewhere. I have expressed the opinion that TSIG is building the foundation and with a quarter or two of positive rev's and rebuilding some fundamentals WS will notice. Part of it may be the "glow" of net stuff, but I think things will go. I feel that TSIG needs to take rev's and put a good share into advertising since the name is slow getting out (ad in current Rolling Stone, but need some wider audience stuff). Appreciate your comments and patience. Aloha kekoa