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Technology Stocks : RadiSys Corp
RSYS 1.720+0.6%Dec 11 4:00 PM EST
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To: D.J.Smyth who wrote (1135)1/31/1998 3:50:00 AM
From: Czechsinthemail   of 1472
 
Darrell,

Thanks for the explanation. The two problems I see are the delay in translating design wins into revenues -- the 12 to 18 month lag you mention. The other is the erratic number and the uneven size of new design wins, which makes them largely unknowns. It seemed to me that the number of wins in the most recent announcement was on the light side. And unless you get guidance from management, it is hard to know whether a particular win is likely to be a blockbuster account or not. You may be right that things will accelerate later in the year, but the performance of RSYS stock is likely to depend on whether investors take the long view or get impatient with the relatively slower growth until that acceleration kicks in.

Baird
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