Ross Technology? Let's talk! Message Board

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Technology Stocks : Ross Technology? Let's talk!

RTEC 28.50

-0.5%

Oct 25 5:00 PM EST

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To: Stephen Carfax who wrote (102)	8/19/1996 10:40:00 AM
From: scott maragioglio	of 475

Stephen, You nailed it on the head, but the question now is how much are sales to Sun going to fall off? Sun is moving aggressively toward the 64-bit processors with ultra-sparc, but as far as I can tell sparc station 20 sales haven't fallen off a cliff. On top of that system sales made a strong debut for Ross. If systems sales kick in strong over this quarter than you get a buisness model of lower margins but also higher top line revenue growth. If system sales are strong than the valuations are to low at this price.

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