TrueTime Inc. - TRUE Message Board

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Technology Stocks : TrueTime Inc. - TRUE

TRUE 2.540

+15.5%

3:59 PM EST

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To: D. K. G. who wrote (9)	7/15/2000 10:08:30 AM
From: John Finley	of 20

I guess the facts that their military business is soft, their inventory is building, and that OYO and/or the underwriters have lightened up/bailed caused TRUE to list all their risk factors in their last 10-Q to cover their butts. Risk factors are always a depressing read. I'd say that with a market cap of $21M and ttm sales of $24M they would look good as an acquiree, however their intellectual property isn't protected by patents (except: we have applied for a patent related to a computer network timing product). It doesn't look like DATM protects with patents either. FEI does to a limited degree (6 patents found) and SYMM does (14). OTOH, according to the Yahoo data TRUE is trading for less than book and they are in a growing market. Competition is severe, though. Here's a peek: odetics.com brandywinecomm.com hp.com this stuff is at Agilent now, I believe. motorola.com datum.com freqelec.com symmetricom.com tech-sym.com trak.com I can't find any timing products however Any value or spec folks out there taking a stab at TRUE? JF

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