Institutional Holdings are as follows ->
I pulled these off Bloomberg last night.
I'm not sure how promptly institutions must file,
but will try to find out.
AIM Agressive growth fund 350,000
John Hancock Special fund 300,000
Invesco Strtegic Technical 200,000
Twentieth Century ? 160,000
Fidelity OTC Port 93,000
Mentor Strategy 63,000
Vanguard 1 22,800
Vanguard 2 16,800
Don't take the names exactly, my bloomberg screen print cut off some
names if you want more info mail me at prs@dircon.co.uk for exact
names of funds etc.
Another very interesting thing is the following institutional holdings
at INTS
AIM Agressive growth fund 288,000
Janus Venture fund 259,400
Third avenue value 77,400
State street research 9,900
It looks as if AIM Advisors Inc have the embedded systems bit in there
teeth. (they do not own any MENT however, may be interested only in
pure plays.
Bloomberg is showing 13.88 million shares out for a market cap of
447.52 mill at 32 1/4 . Estimated earnings for 1997 shown at .50 and
current PE at 91.27.
I prented off EVERYTHING bloomberg had on news and found some very
interesting stuff that. I am currently trying to work out the
potential number of VxWorks RUNTIME's that will be sold over the next
5 years. I would rather try to get the units right at this stage and
factor in earnings latter as some early deals in each sector may be
made quite strategicly (For any one who has read the Gates
Autobiography HARD DRIVE, WIND should be ringing some VERY LOUD
BELLS).
I am working on the following market sectors at the present time
Automobiles
Desktop Computers and OEM'ed HW for this sector (I2O) stuff
Cable Modems
Set-Top boxes
GPS
Communications - Cell and LEO satilite
- Embeded controllers in FR/ATM kit (Siemens and Bay
will use this technology and if BAY's IPINNI
standard gets accepted this will see a massive need
for high end embedded controllers (thus RTOS)
in ALL ATM switches. IE EVERY ATM switch EVER
built, and possible many ATM cards.
- Network Computers
The Advanced RISC machines DEAL THIS one is VERY VERY BIG, the
companies listed in the press release are BIG comms and CONSUMER
ELECTRONICS guys. When people like Samsung, Sharp, OKI, NEC and
Yamaha start putting WxWorks into there consumer electronics products,
(Expect this to start to build in 1998 and be BIG by 2000) then all
bets are off as to possible futer revenue streams
Military also looks AWESOME :-)
Even if they drop there trousers and do deals with SHARP for .20 - .40
per license we are taking about 10's mill of products.
THIS Story is almost looking to good to be true.
Regards Peter |
