Hummingbird Comm. (HUMC) Message Board

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Technology Stocks : Hummingbird Comm. (HUMC)

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To: Martin Goldenberg who wrote (1311)	2/3/1998 2:36:00 PM
From: benwood	Read Replies (2) of 2018

I investigated this company for a few weeks and then went long last week. If they stay the course, then the stock price will follow. Apparently for now, the risk factor is too high compared to the greed factor for many investors (who may know better than I...). Biggest risk is the NFS ventures -- some biggie might join the fray -- and the data warehousing. Two weeks ago I had a Sun Micro rep plus system engineer at my business and they mentioned (because it was a related topic) that Sun was shipping 4 terabytes a day in data warehouse storage, and also they mentioned that Sun is going after that market agressively. I suspect the street is aware of this, too. On the plus side for HUMCF is a great balance sheet and top notch products.

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