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Tuesday, 06/06/2006 10:01:03 AM

Tuesday, June 06, 2006 10:01:03 AM

Post# of 20865
Some very good DD posted. May I inquire as to the source of those comments? They appear to be from the minutes of a shareholder meeting or a personal email, hard to tell. As far as how I deal with the lack of follow-up information, well when it comes to creating expectations I typically drop ALL expectations from PR's that are more then a year old with no follow-up information. My guess is that the company has not made enough progress to PR it to its shareholders. These situations could resurface in the future but for me personally I discount them entirely.

Now as far as Mexico in general. Until the company physically sets up shop down there and builds a sales force from scratch or signs on a Mexican version of R&R I am not factoring revenue into my expectations. At least not anything on a recurring basis. Ok so in that good DD post it spoke of 3 potential customers in ALL of Mexico. That is the problem with trying to do business from the U.S. There are hundreds of potential customers in Mexico City alone. If they were to set up shop there they would be in the center of the urbanized Mexico and could expand outward as they grew their business. They could create a seperate subsidiary with a Mexican name and therefore market it as a Mexican company. That is the type of news I want to hear. I would continue to accumulate if they went in that direction.

I'd love to talk to the CEO for a few hours about where this company is going and where he sees us in say 5 years. Sometimes these small cap CEO's get stuck in the daily rat race of staying afloat and lose focus on the long term. Unfortunately I work a full time job and can't get away to have a chat, plus I have tried a few times and very few CEO's seem to care. But for now I am holding tight. I would not give up this one at these levels. It will be worth so much more as we continue to generate these small contracts and hopefully someday land a big fish.

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