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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 (762)7/3/1997 5:37:00 PM
From: Neil Kalton   of 1472
 
>>If not competitors and the embedded computer future is as large as predicted, would a good strategy be to own WIND and RSYS to have both sides covered?<<

I hope so because I own both. Though I have to admit that as of now I'm more heavily weighted in WIND because it appears well positioned to have MSFT-like dominance on the software side. Also with the royalty payments that WIND receives from many of its customers it is conceivable that the company will enjoy 100% earnings growth year over year for some time to come.

While I think that RSYS will be a leader on the hardware side and will do very well for its investors, I would be surprised if they could grow their earnings at a greater than 30-50% rate year over year.

-nk
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