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Technology Stocks : RadiSys Corp

RSYS 1.720

+0.6%

Dec 11 4:00 PM EST

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To: Robert L. Ray who wrote (1296)	5/1/1998 6:30:00 AM
From: Robert L. Ray	Read Replies (1) of 1472

After reading the RSYS 10-K I felt I needed to add a few things to my previous post. Mainly, I've grown less sure about my opening sentence about most of RSYS's products being so closely tied to windows NT. Without question their InTime software product is closely linked to the sucsess of NT, but that may not be the case for their embedded computer hardware products. The 10-K mentions their embedded computer hardware many times and I didn't see windows NT mentioned along with the embedded computers a single time. So therefore the logic of my previous post is not quite as strong as I had originally thought. Also the InTime software product was only introduced in the middle of last year so my guess it that it doesn't represent a large percentage of Rsys's sales at this time. However it for sure sounds to me like the thing in their product line with the most growth potential. Another thing I thought was interesting in the 10-K was that it said no single customer accounted for more than 10% of sales during 1997. The latest RSYS press release said that IGT represented 24% of sales in the first quarter of 98. Not that there's any significance in that. It's just that I had assumed that IGT had been contributing a very large percentage of sales prior to the first quarter. Nevertheless I stand by my bottom line assessment of RSYS; which is buy it before it gets away. It's future may not be quite as closely tied to NT as I originally thought, but I feel that the InTime product will wind up being a faster grower than the rest of the product line. Tip of the day, Read some 10-K's.... They may be a bit of a stale read but their good for you:) I myself have been a little bit remiss on this of late but I'm trying to reform.

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