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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 (606)4/26/1997 3:47:00 AM
From: Czechsinthemail   of 1472
 
There is enough fear and uncertainty in the tech markets for lots of contagion that can spill over into almost any stock. But in the case of RadiSys, shorts are having to bet against an increasingly strong record of delivering above estimate earnings. The short bet is increasingly risky, because there has been a tide of increasing good news and a relatively small float to absorb the buying when it comes into this company's stock.
Management's philosophy, confidence (witness the expansion), and execution, are all encouraging for the long side. This company can, and will, pop to the upside very quickly. And it is priced low enough that most of the downside risk is already discounted.

Baird
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