SI
SI
discoversearch

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 : Altron
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Phil Fischer who wrote (2)1/28/1998 5:10:00 PM
From: rich evans  Read Replies (1) of 26
 
I own this company at about 15. It has not had revenue growth over the past year and margins decreased because of expansion in manufacturing space and trying to correct sales sluggishness by improving sales force. One could compare this company to SANM which is in similar backplane business but it much more aggressive and is partnering with many of the best and fastest growing customers and is keeping their net margins also at 10 % greater than ALRN. But SANM sells at considerably higher valuations although they have come down recently.But I bought ALRN thinking it could resume growth and was in a growth area and conservatively run with good balance sheet. Unfortunatetly it has been a little to conservative and is simply not growing like it should. But I am still hanging in there.
Rich
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News