IMPX - When Will the Dead Money Awaken? Message Board

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Technology Stocks : IMPX - When Will the Dead Money Awaken?

IMPX 6.210

+13.3%

Oct 22 3:59 PM EST

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To: lml who wrote (329)	4/25/1998 10:24:00 PM
From: Zeev Hed	Read Replies (1) of 532

lml, I am taking into account "visibility" of a $20 MM sales quarter sometime in the next two years, they have about $10/quarter right now, and anyone of their new product could easily blow to $10 MM (they'll need to sell only about 2 million EL drivers per year, if we take just the portable wireless phone segment that will be only 2% of that market), I think that they can do much better. I figure that once the market can "see" $20 MM per quarter or $80 MM per year, the valuation will become more "normal to this market for a "regrowing" company at 3 times sales, or a capitalization of $250 MM or so, which gets you roughly to $9/share. Once they get there, it could go much further if the management team has actually deployed three or four such more or less successful product. There is no assumption of a major "home run" which could make IMPX a stellar performer in my "forecast". Zeev

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