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Technology Stocks : INTS - Integrated Systems

INTS 0.366

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3:59 PM EST

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To: John B. Dillon who wrote (313)	10/6/1999 4:56:00 PM
From: Alan A. Hicks	Read Replies (1) of 327

At the Embedded Systems Conference last week ISI appeared more energized compared to the last couple of years and focused on new opportunities in the internet appliance market. Quite a few new sales people have been added. Overall I would expect steadily improving sales and earnings growth over the next year from all the new products, JAVA internet designs, and growing sales force. The main ISI booth was busy and the sales folks seemed pleased with the leads they were getting. There also seemed to be a steady stream of press people coming through talking to the marketing folks with particular interest in the Vantage Internet Appliance partners program. Doctor Design seemed to be quite busy. The various announced internet reference platforms and set-top boxes were on display. The Mitsubishi JAVA PDA developed by Doctor Design was also on display in the Sun booth. They expect to have Sun JAVA design services by early next year. There was high activity at the SDS/Diab booth which was apart from the main ISI booth. The presentation I attended was literally standing room only - no exaggeration. There seemed to be interest in the new SurroundView tool announced at ESC. The SDS debugger is far and away the commercial market leader for Motorola's PowerPC, Coldfire and MCore processors. Now with the integration of high performance compilers from DIAB along with Diab's new Run Time analysis (RTA) suite of tools, the SDS/Diab combination easily dominates compiler/debugger tools market by commercial vendors. With the addition of compiler/debugger solutions for ARM, MIPS, and SH processors announced at ESC, it appears SDS/Diab has good growth opportunities ahead of it. ISI's Epilogue group with embedded networking protocol and networking management tools appears to be one of the most rapidly growing parts of ISI's business. TakeFive was also in the booth and expects a new version of its SNIFF programming tool will also accelerate growth at TakeFive. The analysts following ISI expect about $39 million in revenues next quarter versus ($35 million in Q2) and $0.12 in earnings. In Q4 they expect about $43 million revenues and $0.15. For the year that is $150 million in revenues and $0.36 per share. Next year's analyst estimates are $180 million and $0.70 per share. Lively discussion on Yahoo also.

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