Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Bryan who wrote (72194)	2/8/2000 3:59:00 PM
From: Bryan	Read Replies (3) of 108040

INPH 24 1/8 (-1/16) I guess I must be missing something here. Being far from a techie guru networking type, I'm not going to take a stab at understanding Interphase's new products. Just hoping that the earnings reflect the same sort of strong Fibre Channel product sales that QLGC saw in their latest report. The demand is there. Is INPH seeing enough of the demand to merit an upside earnings surprise? QLGC ($195): designs and supplies semiconductor and board level input/output (I/O) products, which provide a high performance interface between computer systems and their attached data storage peripherals, and semiconductor enclosure management products. For the six months ended 9/99, revenues rose 75% to $90.7 million. Net income totaled $24.9 million, up from $10 million. Results reflect higher SCSI and Fibre Channel products sales, and higher cash/equivalents and investment balances. Interphase Corporation and its subsidiaries engage in the design, development, manufacturing, marketing and support of network and mass storage products based on advanced technologies for computer systems. For the nine months ended 9/99, revenues increased 9% to $55.3 million. Net income from continuing operations rose 37% to $3.1 million. Revenues reflect increased Fibre Channel product revenues. Net income also reflects increased interest income and decreased interest expense. Graphical representation: INPH/QLGC siliconinvestor.com Playing INPH through earnings will be tricky since they are not currently covered. But, like I stated in the past, anything resembling an upside surprise will propel INPH into the stratosphere. The small float, high short interest and wide price spreads will only exacerbate the situation. The downside? INPH has been so beaten down already.....downside should be limited. Board Meeting- Feb 9 Earnings/cc- Feb 10 ÿafter market* B-keeping fingers crossed just in case.

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