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Technology Stocks : RadiSys Corp
RSYS 1.720+0.6%Dec 11 4:00 PM EST
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To: D.J.Smyth who wrote (1343)1/6/1999 11:27:00 AM
From: dylan murphy  Read Replies (1) of 1472
 
Hey Darrell,welcome back. Always interested in your comments. I haven't followed the communication standards for some time since I sold QUAL. There was a long standing debate between GSM and CDMA which appears not to be settled yet. If China stays with GSM this would seem to be a huge largely untapped market. As far as RSYS ASP, who knows outside the company. If part of the work is done by outside foundaries(ASIA?) would this not reduce cost and make better use of their U.S. facilities? This is still a small company so a large contract could make a big difference on the bottom line. We probably get a lot better read in a couple of weeks when earnings are released.
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