To: Martin E. Frankel who wrote (22783 ) 3/31/1999 6:20:00 PM From: ztect Respond to of 44908
Martin....... I share your optimism and enthusiasm......BUT ........... TSIG is still a "bb" ... People typically invest in bb's searching for a big score or trade for a quick hit. Both are vital to a stock's momentum. TSIG has had great news with partnerships & hires, but this news is not the type of news that will make the stock move especially since the revenue generating and marketing strategies are not what is being done in e-commerce right now. TSIG is not sustaining momentum.. .........WHY???......... My personal opinion is that the VAST majority of people still don't fully understand what TSIG is up to both with its array of businesses and its marketing strategy. The 'bb' investment community that trades on momentum looks for companies with small floats and greater volatility. TSIG doesn't fit this profile. The larger internet investment community now has identified as the high flyers those companies that are "branding" there way into people's brains through a very expensive marketing and acquistion strategy. Though many question the whole concept of this "volume" and branding approach (NO foreseeable EARNINGS), this appears to be the only means of marketing that the investment "gurus" recognize. TSIG's approach is very different and unrecognized. IMO, TSIG's approach will be recognized when returns come in and when "named" partners form "card" relationships. IMO even though the deals with BR, Liflelong Learning, Kodak, and Signature are incredible, don't think those unfamiliar with TSIG understand directly how card deals generate revenues until earnings are reported. Plus these companies are not the ones like MSFT, Lucent, Cisco, AOL et cetera that send the investment community into a tizzy...just through the power of association..... Now not being recognisized by your competitors until TSIG is firmly entrenched is a good thing...since TSIG can sneak up on a lot of the "brand" name sites. However, for the internet investor who is always looking for a number of opportunities concurrently, holding this stock which is not moving when other stocks are moving....does get a bit disconcerning.... Hopefully, now that Golin/Harris is on board, this company can get this company's FULL story out to a greater investment community that will create greater demand for this stock. Sincerely, z (spelling not checked)