SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Keithley Instruments

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jsabelko who wrote (6)7/28/1997 11:01:00 PM
From: patrick ertel   of 10
 
I agree the story sounds good. I continued my research at one of the electronics news sites and there was a good article about the strong demand for test equipment in the telecommunications industry. But until revenues and margins firm up, it remains simply a good story. I am mostly concerned about the downward revisions over the past quarter and the internal trend of numbers. I believe you are fortunate to have picked the company up at 8 or so to hold for awhile. For myself, I have to remain disciplined and look for value where I can find it. In sum, the positives generally outweigh the negatives for the company, but the price doesn't fit the model...yet. I'll keep an eye on the thread for new developments and will pass along any tidbits that I might be able to dredge up. I haven't closed the book on the company, but am waiting for the right opportunity.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext