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Technology Stocks : RadiSys Corp
RSYS 1.720+0.6%Dec 11 4:00 PM EST

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To: Burt who wrote (1416)2/16/2000 9:18:00 PM
From: dylan murphy  Read Replies (1) of 1472
 
Burt, RSYS exceeds estimates and the stocks drops for a few weeks. Why? A look at last year shows the NAS up 85% and RSYS up 150%. A pullback was probably in order. One ANALyst raising some questions is all it takes. However if you hear a train, standing on the tracks is not the best place to look for it.

Also there have been four press releases the last two days at the Intel conference. I believe the design win with Lucent is what drove the stock today. This was one reason RSYS bought TEXM. I don't follow LU, but I remember they missed their last quarter because they couldn't meet demand. Maybe it's in this area RSYS can be a help. Also I notice RSYS is using RDRAM. This is the new memory solution from RMBS, another Intel partner. Might be worth looking into.

In love with the stock? No. Just seems like it. Have you ever sat through a bad movie just to see the end? Struggled through with a boring book just because you felt you should finish? RSYS started out good, turned really bad, a long period of nothing, and now is looking really good again. I think I will stick around just to see how this ends.
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