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Technology Stocks : ADSP - Ariel

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To: Jim McCormack who wrote (1176)3/11/1998 10:24:00 PM
From: Tim J. Flick  Read Replies (4) of 2263
 
Jim... I think that your friendly post is really too negative.
First of all the entire game has changed since your analysis of the 10-k out 1/15/98. ADSP is shipping boards at an estounding rate, business has NEVER been this good. The oem deal with CPQ is just the beginning... many more will follow. The quarterly earning that were just reported does not give a clear picture as to what is really happening. The only clear statement was the one about the $7 million backlog... revenue is exploding.. the recent runup is not an aberation. There are many whipped puppies in this stock that feel that the this is the same song second verse... they are dead wrong. The real question is WHEN does Wall Street figure this all out. Stay tuned.
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