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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: Ron Leckie who wrote (6)	4/25/1996 2:15:00 PM
From: Ken Peterson	of 475

Hey Ron, I agree with you based on the prospects for RTEC. If it meets estimates, things are looking pretty. I am waiting however to get a little more info as earnings come out and to see what they have done with the IPO proceeds. I called Mr. Zeleniak to see when earnings come out and got no response. They were released Jan 19 last time, but I haven't seen anything on WSJ page yet. Have you heard anything? I also wanted to tell you (just in case you didn't already know) that RTEC had 4 weeks of production down time at the beginning of this quarter during their move into the new manufacturing and test facility. I do not know if this has been sufficiently priced into the stock or not. Other than that, I would say that based on SUNWs good quarter that RTEC business is hot because SUNW and Fujitsu accounted for 76% of ROSS' 25.5 Mil. revenue last quarter. Mr. Ross is definitely agressive and I like to see that in companies that I invest in. Good luck in your personal portfolio. Ken

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