FLSH - M-FLASH SYSTEMS DISK PIONEERS 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 : FLSH - M-FLASH SYSTEMS DISK PIONEERS

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: burt l seifman who wrote (369)	2/28/1998 8:12:00 AM
From: burt l seifman	Read Replies (2) of 923

I am back. As i said the stock is not running away. Though the fruits of meeting with analysts are not always apparent the next day, as you can tell there were no block buster announcements and no run up in the stock. Flshf currently has 98 employees. Fourteen of which are related to sales this number will be going up this year but not doubling. There are not a lot of people devoted to manufacturing about 15 however because there plant is quite automated they don't need more. If more capacity were needed they would go to contractors. They do plan to hire more engineers. I think these points are important since you can see that their operating expenses appear to be under control so that more sales will cause more profits right now. I also asked Dov if he felt there would be any need for more capital for the Company. he siad no. Again, if msys sales start to ratchet up we don't need a second offering or major bank loans at this time. Those of us in this stock for last six months remember the Micro Savo announcement and the announcement with the major electronics firm. The major electronics firm is moving along well. Micro Savo sales are coming in a bit slower as that company is trying to get its product off the ground. As said previously most growth this year in telecom market and their in the PBX area. A few weeks ago I posted an article about a design win for pheonix technology where msys was mentioned. Dov mentioned that msys makes money on its flash not its software. They get a royalty on this stuff but not much. Dov pointed out the growth of flash from .6 billion in 97 to 3.6 billion in 2000. He believes the company is positioned well. If the company just held on to its market share and got to a fifty million dollar company the stock price would rise. I said I spent a bit of time on research. The Web is a great tool from msys web sit I bounced to a number of their customers. You will see disk on chip mentioned or in their board designs. i found this heartening. I believe that with in next several months announcements will be made on improvements to the product. Disk On chip already major revenue generator of company. I asked Dov when his company will be 100 mill. Don't expect in 98, probably not 99. I asked how the quarter was shaping up he could not comment but things are progressing. Ronit and Dov encourage investors to use email to them and they will respond.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next