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This company is purportedly the leading supplier of integrated manufacturing execution systems (MES) which, like some other mamagement info specialists, should be a cool thing now. They returned to profitability in 95 following a lengthy revenue flat R&D period and recently posted record revenues. This summer they installed a new CEO - seemingly a "heavy hitter" with a significant background at Intel and more recent hi-tech manufactring and intranet software experience. Estimates of the potential market are encouraging. Share price has been languishing around $6 for several months and I'm wondering when and if this baby might break out. Anybody else interested? |