yee ha!, page-18

re: whose buying- huuge volume Dnatron, all these statements are being regularly dropped around the traps. Confidentiality has always been a big factor in suppressing the SP. But this very fact enables those prepared to do some b/g work to get an early and (very) cheap entry. We know of many of the strategic alliances being forged - the smart medical materials being one such example - in which TZ is striving for the high end returns using premium components/industries prior to entering the more mundane application areas. They will have fewer hassles negotiating with premium companies - the sheep follow as usual.

No word on TFS - what a surprise. The first we will hear is when the float details are announced. As I have said, TZ is soon to be entering a new phase where the applications are unimaginable (to Australian analysts anyway - quote "who's Textron" heard at a presentation in Sydney) but so pervasive that they will inevitably leave these shores. I for one am hanging on with a significantly increased holding because the current PE will shortly be history so the SP will double just on earnings announced this FY let alone all the blue sky potential during the following 6 months.

Hope the 10-20 readers of this string all hang on for at least a 6-bagger in the next 12 months. Even that won't be the end of the rise since the applications will by then be added exponentially. Look back at the previous company projections. If anything they are looking too conservative.