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Technology Stocks : Hello Direct (HELO) - an overlooked internet beneficiary

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To: Sid Turtlman who wrote ()7/10/1998 12:59:00 AM
From: Dr. Bob  Read Replies (1) of 153
 
Sid,

You make a good argument. At first pass, this stock certainly looks undervalued, apparently because of considerable selling pressure in May, from which it is now recovering. I would also point out that it stands to benefit from the Asia troubles, because many of its products are made there, reducing costs, but few are sold there, so the revenues won't be hurt. Gross margins increased last quarter, management owns 60% of the shares, voice recognition will greatly increase the number of headsets sold - what's not to like??

Thanks for starting this thread and calling my attention to the stock. I had checked it out a few months back when it looked a little pricey, but hadn't followed it since.

Bob
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