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Technology Stocks : Boca research - Reawakening?

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To: Sparky65 who wrote (203)2/14/1997 12:46:00 PM
From: Greg Jung   of 640
 
The news hasn't been disastrous, but its too early and revenues will be too lumpy to hang onto growth figures for a while. ZOOM and BOCA get low PEs, both trailing, based on the boom times behind us. USRX
X2 should be getting announced as rolling out today, Boca seemed to be first in line for the Rockwell version. And ROK/MOT consortium is battling USRX to delay the X2, I think Boca will chime in on the next big USRX deployment. They may steal thunder but whether they can retain it - ?.

I don't know about undervalued, but as a small company they do seem to be operating in an appropriately aggressive fashion. They don't have the retail presence that ZOOM has so thats not a good comparison.

Greg
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