To: The Devil Dog who wrote (5331 ) 5/5/1999 2:34:00 PM From: Dave Gore Respond to of 6545
WINR ANALYSIS: Q2 REVENUES WILL BE UP 400-500% (see below) This is a conservative number it appears, and EPS could be up even more than 500% due to higher margins areas and the cookie cutter approach (see below) Most all of this is garnered from a just completed phone call with Kevin Holmes. (1) 4% of companies on the BB are profitable and WINR is one... consider that when you look at the high priced BB stocks in your portfolio (2) Q2 will.... but Q1 number does NOT include any revenues from the following endeavors: ** ICharege-It ** Internet Lottery (just a couple weeks of small startup revs in Q1) ** FOUR Casino Operations not up yet (of which TISS's is one) NOTE: Access One is still marketing Casino transaction services for WINR, don't forget, and (4) are under contract but not up yet. (3) Q2 revenues will be 400-500% GREATER as a result than Q1 (estimate of course, but best guess) (4) Q3 revenue and perhaps part of Q2 will include the biggest revenue generator of all: WINR's march into online trading in Europe where the market is untapped, as well, as the security services area. There is a huge lack of online brokerage services overseas. (5) WINR's COOKIE CUTTER APPROACH is hugely underaprreciated. WINR CANNOT REALLY LOSE MONEY IN ANYTHING THEY TAKE ON.... THEY CAN ONLY GAIN A LOT OR A LITTLE.... let me explain. WINR's approach and proprietary software that they developed first for Internet Casino transaction analysis is the same transaction software that they will use over and over in every area, with little or no modification. WINR cannot lose any significant money because they have no MARKETING costs and really no development costs. They simply plug in their product into the Virtual Mall or Internet Lottery or Online Brokerage or Credit Card protection site and it practically runs itself, (once installed of course). So other than minor modifications and periodic maintenance, they collect upfronts costs and generally a "cut" of every transaction. REVENUE SOURCES ARE AS FOLLOWS: Q1 - casino sites, a couple weeks of Internet lottery Q2 - existing casino sites + 4 more at least + 12 weeks of Lottery + Some ICharge-it + ???? Q3 - All of Q2 + 12 weeks of Icharge-It + add'l businesses now in negotiations + more casinos and Virtual Malls (in all likelihood) MORE LATER, DAVE