SP spent about two hours with me on the phone this a.m. He was very approachable and responsive. IMHO, this is a man who has thrown everything he has at this company. Literally, every dollar he and his family have.
Why are we at this level of shareprice? IMHO Shiva needed everything it took to install Tivus in the Philly Marriott. Because this was a first install, there were installation glitches including a major loss of service provider that we all know about and a major replacement of IBM switches that were not switches tested in the lab testing. Everyone can scream about how this represents cause for action, but talk about a fly killing a giant in legal terms: we all have to get real. We paid for everything in Philly and the final software updates will require another big effort in the next couple of weeks. Everything goes well with the ad insertion and there will be more challenges ahead with bigger potential. We all know that they have requested 70 other build out estimates.
So, everything we want to happen (BOD's, uplisting, new contracts) rests on gaining revenue. Shiva has been busy talking to many other people about many other opportunities, some industry shattering and potentially much bigger than where we are currently, but I don't want to pump our stock. IMHO, while we talk about Marriott being big, the other stuff in the hopper is closer to Apple than Lodgenet. The next 6 months should tell us a lot about if Tivus can come up with the money to make this happen. We are still alive, investors, and SP will gladly extend his invitation for anyone who wants to travel along with him to step up and he will share some stuff that is certainly "Big Time". As you all know, I am not an investment professional, but I am hanging in and will support SP. As I remember things, I will post. R3
