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Traderfan

10/05/08 2:36 PM

#58914 RE: ITGuy #58913

You are right IT guy but even if there is only Bloomberg and they could strike 3000 seats within the next couple of quarters that would be unreal from here. I mean hey 2 or 3 cents in the stock is certainly more than I can dream of now.

But we have to take the numbers from Darryl and Paul with a grain of salt. In the past they were always overexaggerating and it cost me a lot so far. Hope the numbers are close to reality this time.


Btw, you didn't ask by chance why Spzi wouldn't PR this stuff? I realize that Bloomberg doesn't pr it on their own but why can't they file a 8K or something alike?

Birdito

10/06/08 8:34 AM

#58922 RE: ITGuy #58913

ITGuy, this is the first legit piece of DD I have seen regarding bberg and other deals. Thanks for taking time to post your conversation w/ Darryl.

For the benefit of all, I'm reposting the key point of your post:

"After talking with Darryl recently, my impression is that we're looking at some sort of minimun amount per month for this contract and then some additional target licenses of 3,000 to 5,000, at $400 - $500 a piece. The cost of SpoozToolz on their website is now $489 per month. Then you have a profit margin of about 40-50%. So I think Traderfan's number would be closer to the actual PPS. But just imagine if it's true about the 10 or so additional contracts they mentioned at the SH meeting. Say just 2 or 3 additional contracts of the same value are done."

stervc

10/07/08 7:47 AM

#58987 RE: ITGuy #58913

ITGuy, with your SPZI DD...

That is an awesome piece of SPZI DD to explain the pricing portion that I think all should read and take under consideration. Very well explained. Thanks for sharing!

v/r
Sterling