' Don`t Thread On Me '
================: WED.SEP,970903 :================= -5| Westergaard Investment Conference Waldorf Astoria .
| Modified | DDT |>| MON.SEP,970908,12:20-4 | | CoSy/Home ; CoSy/Current ; \/ \/ Bottom \/ \/ | © Coherent Systems Inc . |
================: WED.SEP,970903 :================= -5| Westergaard Investment Conference Waldorf Astoria .
www.techstocks.com/~wsapi/investor/s-16571/reply-184 :
He may be Andy Rooney, Lois Rukiser, and P.T. Barnum all rolled into
one....but he is not Big Brother RatMan.
www.techstocks.com/~wsapi/investor/s-16571/reply-193 : RatMan.....Is a folk hero from up Montana way. His story is the story of the common man who must battle the evil forces of government to protect his God-given civil rights......Here is the story, you must decide what it means.
Was billed as : ' Westergaard Enviro-Tech Conference and Westergaard
Security Crime Control Conference '
Was mainly Internet companies & the presentation of Westergaard Internet
Broadcasting Network .
I got to : Identix ( ASE: IDX ) Alpha Microsystems ( ALMI ) IMARK Technologies ( MAXX ) Premier Laser Systems ( PLSIA )
John raised quite a ruckus on the Silicon Investor by offering a $5000 for information on a guy going by the nom de plume ' Steve Pluvia ' who was bashing Premier Laser Systems . See WBNetwork .
============================: THU.SEP,970904 :============================ |11:2| Identix(ASE:IDX) www.wbn.com/IDX IDX RandyFowler : Leader in Fingerprint capture & comparison . - Biometric Imagine WorkStns 40k$ each | Fingerprints & mug shots | Biometric ID - OneDigit PIN . 2 sec ID for security entrance . %2 Gov , %2 private | Sylvan Learning Systs JV - inking .3-5 rejection rate . Stock brokers - nurses etc storefront Fingerprinting . LiveScan - Law enforcement 29 states , looking @ 200M$ in 2 countrys . Most for Background chks - Fed , Immigration - Gaming - Investment indust . CharlesSchwab bought . most thru Sylvan centers . 1digPIN : Time & attendance - prevents buddy punching i/o | spent resourses setting up international sales infrastructur . Debit-Card verification Drexler/Lasercard : Czech Repub | Welfare fraud prevention thru OEMS : EDS UNISIS Polaroid : NY NJ Password replacement : Oracle ww customer mkting / IDX exculsive | Pentaon , Italy , Spain | Fin xactn SE.Asia Bank of Central Asia , SA - Columdia | ATM front & back Australia . Biometric Apps Software - O`hare airport drivers . picture & history pulled up | DoD personnel rescue program | Medical ANADAC : provider of systs : WhiteHouse . .15 AGR | mugshot software . JV w Sylvan Learning Systs : 970805 | 35$ % emplyee , applicant screening . . doing sys design , Instalation | doing IL . 0 rejection rate vs .3 using as model contract for other states . NASD : test taker verification . FBI gets 40-50k fingerprints % day . | 35 IDX fee + 50 $ to FBI | tot ~ 100 for broker ID . International : Australia - Bank xactn tracking . Oracle JV - fingerprint scanner incorpolates Oracle encryption code replaces passwords . systems are sold - w software upgrades . beta test ended 2Qs ago . couple of ~200 unit purchases . %2 of worlds info on Oracle DBs . Just beginning to be mkted . Ready to handle volume . Stratigic Partners : IBM , Bull TRW EDS CompAssoc ... . Steady growth in rev to >50M$ | Product rev growing 2x svcs . Gross margin gotten frm .3 to now .5 target . Yankee grp : Security mkt est AGR .4-5 | . `95 100M$ - `00 $1E9 | CompSec : .7 AGR . Spent .750 M $ defending patent . but made money anyway . Stock | 26M shares | price ~ 10.5 Mkt leader in 40+ countries . Several mkts exploding simultanious . only Co in both live-scan ( exact acquisition ) & biometric . Telephone xfer ?s Competition ? Digital Biometrics - sued - is on ropes ( mkt cap 25M$ ) 40 companys - Lucent Harris ThomsonCSF . He started in `71 - others trying to copy optic system . trying to produce small cheap readers rather than algorythm & software . only pattern recog algo . others show police algos others diving in shallow end of pool . comfortable w Lehman report - Jeff Koestler . Sutro little higher | Printrak ? was div Rockwell - did 1st FBI sys . compete w NEC & Marko systs who OEM from IDX . AutoFingerIdSys contracts | .5 gross margin on prod - just .2 on svc ? svc declining portion Acnts receivable ? Gov contracts Qtly Billing | Mkting x2 last yr ? Intnl expansion done | .14 .1 .06 ; ` sales ` r&d ` g&a | portions of rev goal . | Algorithms : Images to FBI - algols used on 1digitPIN prods | Australia Singapore offices |11:56| [ guy from SiliconInvestor quite interested in this co . ] |13:12| Lunch in the Starlight roof . John : check out : ETS , Transmedia | in Audience : Jerry 'AdamSmith' Goodman , CharlieMaxwell , BobMetz of Money Talk-- WestergaardOnline running up to 1M hits % day . -- | Cheese names for staff . Mike is Identix site designer | MikeShulman wife newscaster . works frm home . semiconductors . Jay Abella . Biomed . Williamsberg . 8 yrs of quintiles . AdamKaplan : Y2K PaulCompton - Webmaster in Minn . [ I`m impressed at his having a tru distributed telecomuting Co ] WestergaardBroadcastingNetwork ( Complete with cartoon book by T.P.Moynihan ) : interested in Internet since 9501 when Fidelity got site . He : `95 april : 24 of 25 Cos sent chks immediately . $30k annual lease of 'cyberstation' for corporations . %3 w go to advertising on net and by fax . Aug got done . w AlphaMicro : agregating info from all over . raised 1M$ private . Now on BB . 92K shares traded yesterday . This is model T . influenced by Bloomberg on Bloomberg - knew never would have complete product . No mold . Co`s are Member affiliates . Identix cyberstation : emails on anouncements . ( Using netcom thru MS Explorer ) . Identix : language for fingerprints . commentary on Qtly results . Links to WS reports & comentary thereon . comparables , eg : Printrak (NASD:AFIS) frm Marketguide.com | Archives , charts , collected Usenet postings . Edgar being HTMLized . Media coverage including scientific papers | w b modules of 30 cos | 30 x 30E3 |>| 900000 | looking for margin of .25-3 | Cyberpatrol : daily web scan for comments on Cos . ( |13:21| battery died ) |14:5| DougTullio , AlphaMicro : 
Filter on web refs . | ran stock to 5.5$ then talk on AOL by 3 people really 1 : shorted stock down .5 | Need response to negatives . |14:10| Angelo : Pluvia vs Westergaard abt Primier - on SiliconInvestor $5000 for info on who was . Represented interests of competitor . Using multiple nom de plumes . > 1000 posting on thread . nazi for invading privacy WestergoofOnline - Daily Inquisition |14:16|
[ References from SiliconInvestor chat : www.techstocks.com/~wsapi/investor/s-16571/reply-180 'paid hypist' Pluvia`s 1st post : www.techstocks.com/~wsapi/investor/s-7600/reply-911 Telling comment on Pluvia : www.techstocks.com/~wsapi/investor/s-7600/reply-916 Pluvia explanation : www.techstocks.com/~wsapi/investor/s-7600/reply-929 www.techstocks.com/~wsapi/investor/s-16571/reply-368 John`s response : www.techstocks.com/~wsapi/investor/s-16571/reply-205 |14:30| AlphaMicro ALMI | ( Alpha has undergone a few complete transformations . I remember years ago at a Comdex or something , as the InferiorButMarketable PC was decimating all of us living on the superior Motorola 68000 ( see CoSy/language/cosyhard/cosyhard ) meeting Alpha as a small mom & pop booth selling a hardware/software multiterminal accounting system ) | Mngt own .12-13 | DougTullo w DennyMichael : Was micro computer hardware / software co . Doug in ~ 5 yrs ago - just kept serviceing busn . Developed inhouse interface to excel - did ~ develop for internet - to get info off DB into excel . ( Began as NCR salesman ) . Last yr losses in non core ops . AlphaMicroServiceGrp : Rev | 13 + 6 svc + prod . generates 1.5M cash surplus AM . Internet Grp : Major development investment done . Mkt Awareness - 16 mo old busn . last 30 days - most citations . Revenue has started . 4M impressions % mo | ' Powered by AlphaConnect ' . 13M$ current assets . no long debt . expensed 2 of 3 M$ development costs | devloped Stockvue - surpassed pointcast in capability | monitors info & creates file inputs to eg ACT , Excel Doing customized forms | can output to fax or page | last cpl days volume surged . WilsonSonsini did Patent work | RegisterdRep : list w Pointcast & LanacomHeadliner | AlphaConnect : relationships w Symantec ACT , Zacks button , Quote.com , Westergaard , AccountingNet , 300k CPAs | pyramid scheme . signed EdgarOnline , 5 yr analysis templates | .9 gross margin ?s : PC.Quote ? just the filter | StockVue feeds Intuit , but haven`t gotten anywhere w talks | people want server version | poll free ( & charged ) sources . [ is RoboSurfer ] |15:18| |15:39| Imark nee CD-MAX (NASD:MAXX) BobWiedemer : E-commerce solns : pay % use metering , billing , reports -- like ADP . Secure doc dist , Subscription mngt , Online & push direct mkting | ( ` CD ` Net ) , ` MAX | CD-DVD historic . Netmax+ server push | only charged for what get . CD- turnkey svc for publisher | Rev started last mo | E-commerce partnership ( rev splt ) w content provider |15:49| BillStrom : Tek : server push : virtual CD-rom | Java - ~ interested in weather in Indonesia | All newsletters could be deliverd to corp nets overnight . ' Redistributable Documents ' buy keys to previously downloaded docs | Others don`t have publisher contacts . [ Cf: \COSY\BOBA\INVESTNZ!WAVE ] - not in mkt anymore | Professional ref publishing mkt $43B Lexis/Nexis 3B$ by self ) | pay % view access doubles sales | .5 .5 split on most PPV | all in object oriented java . .5M$ | micro charging systems Cybercash - .001 $ xactn cost | silver plater $500 deposit 18M on 2$ xactions - | M6 lowlevel std - just put header on paket | Yankee : Server push 5.7B$ by 2000 | like videotape rental vs purchase | .1 - .15 of rev stream in licensing fee . Server push can be .3-5 . 2$ xactin fee + CredCrd | SilverPlatter : 200 countries : 30 publishers w 60 DBs . runing on searh by search . HW.Wilson $300M publisher | ~ playing float game . - against Visa/ MC rules | look to expand leadership position . build on stratigic publishers | relationship w Dataware (NASD:DWTI ) $50M searh& retrival DB co | Folio electronic publishing . Verity | Hosting partners : Libraxus , Ltd ; Productive Data Grp | ElectronicInfoReprt : Cash on hand $3M , burn .225M$ % mo , Rev starting | 3 % .225 |>| 13.33 $50 Silver Plater gift certif . imarktech.com |16:26| |16:51| Premier Lasers ColetteCosean CEO : [ This is the company all the action on SiliconInvestor is all about ] Dental - teeth whitning , caries removal . Argon laser 10 sec laser curing . 1hr vs - Hydrogen peroxide whiting | Lease 10$ % day , 8500 - 19K $ sale w up to 5 stations . Soft tissue | roi 3 mo to dentist | Opthalmology : Centauri ( same as used in dental ) Cataracts Skin resurfacing & occuloplastic proceedures Yurbuim safer than CO2 Glaucoma , Corneal Sculpting - now done w eximer ( 400k$ vs 115k$ ) Acquiring EyeSys Tek : WW lead in corneal topograhy . Distribution in 60 countries + US | should be acreative to earnings in yr . JV w Data.Site : Ophtal data collection . Tissue Melding - replace sutures & staples - reversal of vasectomies . 1 % 150 boys have Hypospadias - immediate Fluid-static seal Laser w fibers cost ~ same as sutures . ! no current competition ! Cosmetic : hair removal - lot of competition . Stratigic Alliances Meldin NipponShojiKaisha Patents - core : Optical energy tissue fusion . > 10hz Laser system International .3 of busn . Revs doubling each 6 mo since 95 | Capital 31. Ex-Baxter mngt | Next 6 mo - complete acq | intro 8 prod @ AAO late Oct . 100M$ market cap . Warrents @ 6.5 & 8. in money . Emering tek leader in 3 > 1B$ mkts |17:10| ?s : RootCanal ? hard tissue intended to save tooth . sterilizes canal . J&J & US.Surgical interested suture replacement . US.Surgical bad vibs . herd mentality in med laser busn . different color hair dif flash - Collete involved in long term planning - heading toward distribution thru others . high growth crossing critical mass . Military ? DrFryberg : | She does lot of NIH grant reviews . |17:18| Reception |20:9| home .