Cornerstone Imaging (CRNR) Message Board

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Technology Stocks : Cornerstone Imaging (CRNR)

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To: Jimmy Dell who wrote (393)	12/7/1997 11:29:00 AM
From: Steve Robinett	of 430

Jimmy, Management seems to me reasonably straightup in their public statements but with the usual positive spin. Personally, I don't like the monitor business and, as I commented before, want to see the faster-growth software revenues contribute a larger percentage to total revenues. I agree with you the company is very cheap at the moment but, as always, the question is whether it deserves to be cheap. If CRNR's components are costed in Asia and margins widen due to lower manufacturing costs, the company's earnings could show a nice upside surprise. If everything's made here and they are competing against monitors manufactured with a low Asian cost basis, margins could get squeezed due to price competition. If I find out the answer, I'll let you know. Best, -Steve

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