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Technology Stocks : Box Hill Systems

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To: Diamondhead who wrote (74)	12/2/1997 11:10:00 AM
From: Clam Clam	Read Replies (3) of 113

BXH is a niche-y company that will never be huge but it does have a window of opportunity to grow very rapidly over the next 6-8 quarters. The market has rewarded companies for mass not growth recently and IPO's during market corrections are routinely tossed out despite no negative fundamental developments. I have a full position now after nibbling at some more but I always stay diversified as any one company's stock can go into the tank for long periods of time. I think BXH from $12ish is a double but its going to take good execution and its going to take some time. EMC is the blue-chip name in the group and sells at 23x 1998 earnings. BXH is a small-cap high-risk company selling at <15x 1998 earnings. If BXH executes and fibre channel kicks in as the company's strategy calls for, in one year it could trade at 20x 1999 earnings and I wouldn't be all that surprised. That would be a mid-high $20's stock price but it doesn't come without considerable risk. I think BXH is a great be as PART of a diversified portfolio. If you are loading the boat in BXH, I would say you are taking big risk but if you own a reasonable amount, you are likely to act much more rationally and not sell a good company at a depressed valuation.

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