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Technology Stocks : RadiSys Corp

RSYS 1.720

+0.6%

Dec 11 4:00 PM EST

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To: dylan murphy who wrote (1446)	10/21/2000 2:44:37 PM
From: mister_utopia	Read Replies (3) of 1472

Hi Dylan, RSYS got caught in 3Q with a slowdown in their legacy product revenues without a sufficient boost from their new products to make up the difference. It didn't help them when it looked like they were cooking the revenue side by reporting a $492K bad debt recovery and utilizing a favorable tax rate created by R & D activities. When you back out all of that you come up with 0.41 per share instead of the consensus target of 0.43, a 2 cent shortfall. Adding to the injury was guidance for the next 2 quarters to be flat. Never mind that Dr. Myers pounded the table about how "tremendous" 2001 is expected to be, saying growth to both top and bottom lines will be in a 25-35% range with a better chance to hit the upper figure, the short term outlook by analysts and investors prevailed and we got butchered. It boils down to if you can trust management's guidance for growth in 2001. If you can, then this has got to be a screaming buy at these levels. Listen to the conference call on the RadiSys website and draw your own conclusions.

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