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Technology Stocks : Silicom Ltd (SILCF)

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To: Return to Sender who wrote (45)12/9/1999 9:36:00 PM
From: Robert Dirks  Read Replies (1) of 120
 
I wouldn't call Linux a fad myself. Investing aside, I think it will grab 30 to 40% of the MSFT market. Linux is rock solid compared to W98 or NT. Linux has tens of thousands of programmers writing for it around the word as opposed to 2000 for MSFT. Anyway I don't think I have to sell you on Linux.....

Back to SILCF, just thinking what an amazing company.
They were founded 13 years ago and have only 3.95 Million shares out! Now thats resposible management.
They have earnings of 11 cents/share, and have @ $7 million cash.

Lets say if management wanted to expand very rapidly, they could work the stock price up to $25., sell another 4M shares and they would have $100M cash for expansion, and still only 8M shares out!
I think management will time the next PR very strategically.
Could take the market by storm.
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