SPOOZ Inc (SPZI)

[Gbathat]

brief opinions of the last few monthz

It's been an interesting time to say the least.

We were literally days away from launch, and then the quiet period swooped down upon us at apparently the most inopportune time (as a shareholder). Now here we sit, two months later, anticipating the PRs.

Looking back, several important points have jumped out at me.

1. The Q2 report shows funds are tight at this brilliant startup company where the staff has sacrificed much for their dream. This is an important lens through which to view the quiet period and associated deal. Why stifle the launch when funds are drying up and it is the main revenue stream days away from being implemented? Conclusion: this deal must be huge.

2. There have been many ideas about what this deal could mean and entail for the company. If you scan through the litany of wonderful emails from Paul (assembled by our great mods in the ibox above), one should jump out bigtime- The email from Paul to Allie in which he mentions being approached by brokers to establish the holy grail, a transaction based software that would become a crucial part of the infrastructure of a virtual exchange that could someday move trillions per year. This email was carefully constructed and delivered not too long before the onset of quiet in Spoozland.

3. I was recently troubled by posts by fedfunz on the elitetrader board mentioning the fact that STv2 is still being beta-tested in a small circle. I thought to myself, how could they have been days away from launch before and still beta testing this thing on a small scale now. After thinking about it, I realized that perhaps they were rushing the launch because they needed the revenue. With this extra deal on the table, perhaps money is not an issue for a while. Thus, why not spend more time perfecting the software before launch? It makes sense to me.

These are some of the opinions that I've formed during the last few months, mostly based on information and insights from you all. I think the PRs are going to blow us out of the water.

opinions only, not investment advice.

Good luck to all.

Gbathat