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To: sptnws@lycos.com
From: "PK" <profitking@soon.com> Add to Address Book
Date: Wed, 30 Jul 2003 16:23:11 -0000
Subject: [ITKG] Re: Conversation with IR yesterday...
Dragging things out, but with a purpose...
In conversing with IR the other day, the observed tone has taken a
noticable air of caution over the items said, or not said.
Speculation is out, pure and simple.
The corporate mouthpieces (mouthpiece now because one is out of the
office for a spell) is playing the party line, but more than that,
he is very aware and cognizant of verbage and is going far out of
his way to keep within the boundries that the SEC stipulates in
regards to investor contact.
Also noted is the fact that BR the company CEO too is unaccessable.
Brokers, investors, and others attempting to reach him are now being
funneled through IR. Frustrating as that is, it is an indication
also (good or bad is the question).
Whatever, and however you wish to color it, there is a reason, as I
have noted in past postings, time will tell.
--------------------------------------------------
Alright, now this is speculative (or fantasy as one might call it),
so stop reading now if you do not wish to play that game...
In past posts, I have noted that my belief was that there would be a
one, two punch coming from the intro of the Plastenna, to be
followed by the innovations uncovered via the Electriplast family.
Well, think on it... If (and that is a very small if), if they have
this electriplast deal, why not come out and sell it, or show the
world just what it is capable of...? As a matter of fact, if it can
be sold before the Plastenna, why not go there?
Fair questions, both.
My personal belief is that something very much like that will occur--
no, no. Not that the Electriplast will come out before the
Plastenna, but more that this will be somewhat of a combined play.
The Plastenna first, with the Electriplast coming on its heels.
Coming so much so, that the prospects and the number of innovations
already mentioned in recent press releases will go far toward
propelling ITKG inconjunction with the Plastenna's pending success.
What am I getting at... Well, it was mentioned in both press
releases and in an email from the company's IR team recently...
Integral has become a Plastics company. Antennas are merely a
profitable niche, but the various other innovations will come to the
forefront and each (in their own right) could become a potential
money maker depending on the niche market being addressed and upon
the customers likes, needs, desires and wants...
I have already mentioned one innovation overheard, and during a
recent shopping trip (for a new computer), I ran across some of the
cool toys out there which could make the box under the desk
literally shine. Lit plastic cabling (each in different colors to
indicate use), lit front and side panels. Backlit keyboards.
Granted, these were custom systems costing bucks, but imagine...
What If???
What if Integral is sitting on something like this. Then that beige,
or black box that you call a computer will become lively. If you
were Dell or Compaq, looking to cheaply attract a new generation of
buyers, and something like this fell in your lap, what would you do?
And that is only the computer arena. Think cars, signs, hell
anything that has anything to do with plastic...
This is simply one innovation overheard... There are going on 40
plus others out there, each with provisional patents.
Alright, the thing all want to know is when... When will this
rocket be lit? When will forward momentum become apparent? When
can we stop saying, are we there yet?
I could do like one of the IR guys and simply say we are sooo
cloose. Unfortunately, according to what I've been able to glean
that statement is on tune. Specifics, with as tight lipped as all
at Integral have become, only they can give that answer, but I am of
the feeling that the legal deal is almost finished. 2 to 3 weeks
for all players to come together, and coordinate their prospective
announcements. ((Now, remember, I said this is the speculative
portion...)) Speculative or not, we are close and I have given my
best guess... Timing would not be bad either, with an initial
announcement before labor day, and follow-ups on prospective
electriplast initiatives, the fall quarter could become very
heated...
OK, that was me in my cheerleading hat. Let's see if time proves me
right or wrong...
PK sends...
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