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Technology Stocks : Boca research - Reawakening?
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To: Leo Francis who wrote (449)8/13/1997 9:11:00 AM
From: David Lawrence   of 640
 
Leo, your call on the fundamentals seems on-target to me. The liquidity ratios are good simply because the company has no inventory or receivables of value due to lack of demand and decreased revenues.

Now, where did you see that Rockwell is going into competition with their OEMs? That would be big, and surprising, news. I'll have to see it to believe it.
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