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Technology Stocks : Box Hill Systems

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To: CHIP TIP who wrote (71)	11/24/1997 4:30:00 PM
From: Clam Clam	Read Replies (1) of 113

I don't know this industry very well but I can tell you what I know... BXH has been growing its UNIX revenues 40%, gaining market share and now has introduced the first Gigabit Fibre Channel RAID Storage System for the Windows NT environment. Salomon Brothers says that BXH has an architecture advantage over competitors and BXH has a good reputation for servicing the customer, a crucial selling point. Supposedly, a number of companies have announced Fibre Channel products but few are shipping and none have a hardware-controller-less offering. The hardware controller is very expensive so this gives BXH a significant cost advantage. The stock at $12+ is quite attractive. I am in at $14 and change so I am not exactly ecstatic but the company is executing to plan and 50% growth looks quite doable next year. The story is the same and the P/E is at a 20% discount to its IPO price... Good luck.

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