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 : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Allen Benn who wrote (343)11/6/1996 6:13:00 PM
From: paul kim   of 10309
 
Allen, in trying to keep up with WIND, INTS, MWAR, RSYS, and even MENT, the current price of INTS at 26 1/2 suggest that it is an attractive buy in looking at the fundamentals of the Company and peer group(WIND in particular). The price beating in late September and October probably came from the: 1. results of the second quarter and 2. resignation of the CFO. I do admit that the
results of the quarter were not spectacular, however a close look
at the figures along with the comments made by management in the
10Q indicate that the outlook is still bright. Product
revenues hit a record high, product introductions are timely and
the install base of customers is growing daily. The shortcoming in
the eps appears only due to the expenses getting slightly ahead of
revenues as a means of investing in the future through r/d and
s/m(reasonsble due to all of the new product announcements in the
last quarter). The MDNA in the 10Q suggest that these expenses
should be lower in the following quarters. As far as the CFO
leaving, I believe that it was due to David wanting a new CFO to
take the Company to the next level rather than the CFO deciding to
quit on his own. For the following reasons, I think that punishment
the stock is taking might not be fully warranted. If INTS announces
.15 to .16 in mid December, I am looking beyond 35 mark in
the price. I do not think that INTS deserves the valuation that WIND is sustaining, but 26 1/2 seems like a bargain. What do you think of the current valuation of INTS?
Kind regards,
PK
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News