Box Hill Systems Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Box Hill Systems

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Diamondhead who wrote (86)	12/18/1997 10:54:00 AM
From: Clam Clam	Read Replies (2) of 113

BXH sells at a P/E multiple based on 1997 earnings lower than EMC gets on 1998 earnings. This is completely ridiculous as BXH is going to grow MUCH faster. BXH has some marketing to do as they must get their fibre channel on NT message out there. They have a great story to tell but they have to get out there and tell it. If their NT product does ramp next year and their UNIX biz grows like it has been, this stock will get to the $20's easily. I have a full position and I would double down but I would like to see them make their Q4 first and get some guidance on signing up some new OEM's. I don't think anybody cares to learn that BXH is not a disk drive company. BXH has no Asian exposure, BENEFITS from Y2k and is early to market with fibre channel technology on NT (a big trend). Every macro trend is in BXH's favor but it is getting a LESS than market multiple. Small cap recent IPO's are usually inefficiently priced and BXH is no exception.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next