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Technology Stocks : RadiSys Corp
RSYS 1.720+0.6%Dec 11 4:00 PM EST

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To: Jay Parekh who wrote (1022)11/20/1997 6:34:00 PM
From: D.J.Smyth  Read Replies (2) of 1472
 
jay, his projections included current conservative sales from design wins. one thing that was pointed out last quarter was that rsys won what would be the greatest revenue design win in their history. revenue from this particular design win will begin to flow in march of 1998. the demand for this particular design would be significant if applied across all lines. so the cfo's comments were relative to a recognition of revenue from only a few sources of this design win. if the win catches on, the revenue would be significantly higher. given this win, then, the current stock price should be trading closer to $55+. the market is giving radisys ABSOLUTELY ZERO PREMIUM for this particular design win. revenue from this win could eclipse radisys total revenue alone in this year by 1999 if successful in the market and there is no reason to believe, right now anyway, that it wouldn't be so successful. just a thought.
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