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Technology Stocks : Wind River going up, up, up!
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To: Daniel Kahn who wrote (2624)1/8/1998 9:12:00 AM
From: Allen Benn  Read Replies (2) of 10309
 
>could u please comment on the viability of INTS (Integrated Systems)
>as an investment?

Invest in INTS only if you believe the company will meet its stated goal of leading the market with their flagship product, pRISM+. Trade the stock if you think it is temporarily overbought or oversold.

The point is this. Technology stocks are a wonderland of opportunity for traders. I often envy traders their ability to take profits and then jump with aplomb onto the next stock as it begins its move, perfectly obvious moves to anyone with access to a charting program and streams of stock price and volume data. The roaring volatility accompanying technology stocks lately is grist for the trader's mill. By all means, INTS qualifies as a stock that you might want to trade. For that matter, so is WIND.

However, if you consider yourself an investor, and you want to invest in INTS as a company, then you need to convince yourself that the company is well situated in its designated market. In today's product market, well situated means numero uno. Anything less doesn't count. Anything other than first place is unacceptable-at any price. Even this stiff criterion is only a necessary condition for investment in today's winner-take-all economy. But it is the main hurdle any investment must overcome to justify your investment dollars.

INTS has good market penetration in some embedded consumer product markets, but the company insists on reaching beyond these market segments to embrace deeply embedded systems as a whole. Unfortunately for INTS, WIND is blowing in its face with the force of a Tornado. Without credible information that strongly supports INTS' ability to deflect that force, and go on to dominate the market, the company should be passed over by serious technology investors.

But keep in mind that I am an incorrigible conservative. I believe you invest in a company only when the thought of losing on your investment seems inconceivable, not when the so-called risk reward ratio appears favorable.

Allen
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