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Technology Stocks : RadiSys Corp

RSYS 1.720

+0.6%

Dec 11 4:00 PM EST

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To: D.J.Smyth who wrote (939)	9/30/1997 5:07:00 PM
From: Mark Brophy	of 1472

That makes no sense. << The underlying business prospects aren't changing as fast as the stock price.>> Naturally, they would take exception to this statement. You directly contradicted this below: It is interesting to note, though that according to CEO's musings he was disbelieving that RSYS stock price didn't move relative to the NT announcement as he personally considered this a great cumalong revenue enhancement for Rs\SYS. He was equally disbelieving to see RSYS price moving up on no announcement. I agree with the above statements. Remember, they stated last quarter that they won a design which would be the largest revenue producing design win in RSYS history, dwarfing other wins. We'll just have to wait and see. They didn't give specific projections, so we don't know. I think the company will continue to grow at a 40% rate on the strength of the x86 takeover of the embedded market.

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