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Technology Stocks : Number Nine Visual Technology
NINE 0.334-8.7%3:59 PM EST

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To: JR2 who wrote (999)9/19/1998 12:14:00 PM
From: AreWeThereYet  Read Replies (1) of 1183
 
WOW, I posted the 1000th message in this thread :o) :o)

JR, >> Quantex look good with the only 32mg NT Workstation <<

It won't help a lot, Quantex was also among the first to use T2R-3 in its system but only for a month!? This time Quantex may stick with NINE a bit longer because price is more reasonable but this will decrease margin too. Also how many high-end system can you sell? Not to mention this high-end graphic card has a mainstream price but lack of mainstream feature, it just didn't make sense. Perhaps if Dell decide to use T2R-4 in all its highend workstation, then it will make a different. IMO Recent price surge of NINE probably a result of speculating of another take-over rumor more than NINE's fundamental improvement.

Thanks for EFTC suggestion but there are a few timebombs in its balance sheet.
1) low cash
2) high AR
3) high AP
4) bad Inventory TO
5) high debt

and on the mgt front
1) heavy insider selling
2) Q3 warning

I am more comfortable with OAKT.
1) high cash$, cash minus all liabilities = current stock price! So you get all other assets for free!!!
2) low AP, good inventory TO
3) zero debt
4) no insider selling

aC
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