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

To: esecurities(tm) who wrote (2006)	4/20/1999 5:46:00 PM
From: Jason Rooks	Respond to of 2443

To: Bill Bishop (436 ) From: esecurities(tm) Thursday, Sep 11 1997 1:55AM ET Reply # of 2007 >>Bill Bishop, DBC News!!>>...and talk of a buyout, analysts said. It doesn't get any more impressive for shareholders to have the head of DBC (NASDAQ:DBCC) Online come into a SI thread and report the news. This is another reason why DBC is #1 rated financial site on the internet dbc.com Thanks Bill! Buyout? Not for anything less than $100/share. What could possibly motivate TMSR to sell, given #2 fastest growing company in America (Dell #19, Ascend #42...); Thrustmaster's brand equity/name recognition is #1 and will simply never be replaced as #1 and this is where the street really values company's and assigns the highest PE's and Fortune Magazine does an annual ranking based upon Branding and Market Caps where brands Coca-Cola, Microsoft, IBM et al top the list; and the NASCAR license, in addition to everything else. As we cited previously, not even Microsoft is a threat to TMSR 1) TMSR will always have better brand recognition in this sector(.) and TMSR also owns NASCAR, arguably the most valuable license in gaming. No matter how much money MSFT has they will never own NASCAR...unless they are the said rumored acquiror. MSFT apparently announced a alliance with SEGA today for a new 128-bit gaming system. TMSR will dominate gaming peripherals for this unit also and should already be preparing its preemptive strike against MSFT with a NASCAR wheel for it. Sierra/Papyrus NASCAR2 is one of the hottest games in the world today. Electronic Arts (NASDAQ:ERTS) is coming out with NASCAR 98. In order to insure the MS-SEGA gaming machine is viable and dominates market share, MSFT will have to have NASCAR as one of its first games available. If they want NASCAR they will have to talk to TMSR or buy them(.) Either way, it appears TMSR will dominate , at least, the wheel market for the new MS-SEGA machine also. TMSR is on a roll and is accomplishing what perhaps only .1% of all companies ever accomplish, from sales growth, earnings growth, dominant market share and brand equity, ad infinitum. And TMSR has only 4 million shares outstanding. This stock is unequivocally the 1997 O'neill CANSLIM/Lynch Tenbagger poster child. That means 10x. You do the math on what this stock is worth. There simply is no reason to sell this company now. If entertaining this line of reasoning, sell in Feb-Mar, after q3 and q4 [given positive analysts earnings consensus announcements and NASCAR is hugely successful} accordingly this stock will receive upwards earnings consensus revisions, BUY recs and should be trading around $30-$40 at which time there should be a 2-1 stock split announced, and all within five (5) months. Sell at the highest conceivable supportable PE after the stock split and based upon upwards revisions pursuant to fiscal '97 numbers i.e. 50x-60x (the average of fiscal '98 and '99) eps consensus. And then multiply that by 2. If they want TMSR they will pay for TMSR. There is only one TMSR. TMSR is to gaming as Coca-Cola is to the soft drink industry(.) The gaming industry will only grow as MSFT is betting very heavily upon and is only in its infancy. Accordingly brand equity should grow exponentially over the next 5-10 years (as should its market cap). The acquiror will have to pay for all of that. TMSR hopefully realizes this and their Board does not sell out for a quick buck given their appx. 50% ownership of the company. If MSFT is the acquiror they may try to offer TMSR [insiders] a deal they can't refuse which will not be a deal the outside shareholders would ever approve. Given almost no institutional ownership only exacerbates the non-insider shareholders' ability to swing a proxy/shareholder vote to approve say a $30/share takeout. $30/share may sound good but why not wait 150 days and we will still own TMSR and be at $30/share. A takeover simply makes N O sense, unless there is a hidden insider agenda, in our opinion. And remember, David Bergeson is TMSR's conspicuously {quiet} secret weapon. Hmmmm, could Creative Labs (NASDAQ:CREAF) be the acquiror???

To: esecurities(tm) who wrote (2006)	4/20/1999 5:47:00 PM
From: Jason Rooks	Respond to of 2443

To: esecurities(tm) (437 ) From: esecurities(tm) Thursday, Sep 11 1997 2:14AM ET Reply # of 2007 (esecurities news alert) BUYOUT. Not for anything less than $100/sh Ref/ techstocks.com

To: esecurities(tm) who wrote (2006)	4/20/1999 7:19:00 PM
From: get shorty	Read Replies (1) \| Respond to of 2443

May I ask who is the collective "we" in esecurities? Are you associated with the esecurities web site or newsletter? Are your postings restricted to your own personal opinion or do they reflect those of others that you characterize as esecurities? TIA get shorty

To: esecurities(tm) who wrote (2006)	4/20/1999 11:49:00 PM
From: Timothy Detjens	Respond to of 2443

>Timothy are you suggesting that the CGW announcement was all hype?...viz a viz the following two comments on Yahoo!? First of all, one comment wasn't even mine obviously. Just another Yahoo post that has little to do with anything that happened on planet Earth. Second of all, I would never suggest that the CGW was all hype. I would never suggest that CGW publisher would say just about anything for a customer and to promote their site. I would never ever point out that CGW online has yet to even review or comment on Thrustmaster's product at this point. I would never point out that putting a free ICQ like product on demo disks combined with the unprecedented ability to chat with the superstars of CGW in text chat will not increase sales of Talk N' Play no matter how many tiny little banner ads they scatter around - which is shown by the success, or lack thereof, of the PeopleLink and Won alliances in generating users.