INFS - VNWK - CMOS
Here are three to be looked at for those that are starting new AIM programs. Do your own home work, for it is you that has to taste the pie on your finger tip...
CMOS
Credence Systems Corporation designs and manufactures automatic test equipment used for testing semiconductor integrated circuits (ICs).
What got my attention was the press release relating to test equipment for the flash memory market. Should relate well with SNDK.
biz.yahoo.com
Price $55 3/16, Year high $79.38, low $16.88, Beta 1.52
Significant surprises in last four quarters. Ownership, Insider: 61% · over the last 6 months:
· 2 insider sells; 29.0K shares. Float 19.4M shares. Profitable with 267M in cash and small debt.
Chart:
clearstation.com
Next report: Q3 August 15 @ 7:00 a.m. PDT
VNWK
Visual Networks Inc. makes wide area network (WAN) service-level management systems designed to improve WAN efficiency and reliability.
What got my attention was the recent drop from $80 to $30 back to $60 and then down to a new 52 week low. Caused by concerns over the recent acquisition of Avesta Technologies.
cbs.marketwatch.com
View the list of partners:
visualnetworks.com
Price $28 ½, Year high $87.50, low $23.50, Beta 1.73
Surprised in all of the last four quarters. Ownership, Insider: 46% · over the last 6 months:
· 8 insider sells; 346.0K shares (2.9% of insider shares). Float 13.6M shares. Profitable with 59.4M in cash and small debt.
Chart:
clearstation.com
Next report: Earnings Date 7/13/00. From the last report:
corporate-ir.net
INFS
In Focus Corporation, formerly known as In Focus Systems, Inc., develops, manufactures and markets data/video projection products and services to present video, audio, graphics and data from personal computers, workstations, VCRs and laser disc players.
What got my attention were the lighter weight projectors that they are coming out with and the projected sales for the industry over the next couple of years. I would like to believe that large corporate budgets will continue with the total automated experience.
biz.yahoo.com
Price $32.19, Year high $41.38, low $13.06, Beta 1.49
Surprised in all of the last four quarters, with three of the four being substantial. Ownership, · Insider: 12%. From what I see these folks ain’t selling but instead acquiring. Look at January…
Float 20.3M shares. Profitable with 83.8M cash and no debt.
Chart:
clearstation.com
Next Report: Earnings Date 7/11/00.
Any comments or other thoughts on the direction of these is helpful.
Keith@pickanose.com |
