Ross Technology? Let's talk! Message Board

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Technology Stocks : Ross Technology? Let's talk!

RTEC 28.50

-0.5%

Oct 25 5:00 PM EST

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To: Dave Taylor who wrote (143)	11/14/1996 7:39:00 PM
From: Hemant Kapadia	of 475

Dave, One needs to consider future sales growth potential. In the case of Ross, it may be difficult to market their products against the momentum that Intel has with the Pentium Pro. Indeed, the Ross HyperSparc upgrade modules are a cost-effective way of upgrading existing Sun/Unix Workstations, infact the Ross CPUs provide greater performance that the Sun Ultra 1. But the bottom line is going to depend on how well the new marketing strategy is received in industry. Will large Unix based organizations upgrade existing systems or will they transition to a PC environment. Ross has offered a 'SparcPlug' which is effect a Unix work/development station embedded into a PC. This is an attractive package for Java/internet tool development, but is costly(~12K). Anyway, the chart for Ross does not look good. With the CFO resigning there some re-shuffling. However Fujitsu has offered a $25M credit which can only help. As far as sell or not, the cpu industry is dominated by x86 and will remain so, therefore I would sell. I'm sorry it took so long for me to respond, I hope the info above has been useful. Hemant

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