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Technology Stocks : RadiSys Corp -- Ignore unavailable to you. Want to Upgrade?

To: dylan murphy who wrote (1371)	7/2/1999 5:45:00 AM
From: K.F. Lee	Read Replies (1) \| Respond to of 1472

Both RadiSys and TEXM are great companies. The earnings are both likely to meet / exceed street expectations. Plus TEXM will add to RSYS's earnings. All these are positive signs. But the biggest factor is this -- many people were shorting RSYS and buying TEXM at the same time, to play the spread, which kept RSYS prices down for a while. But when all the arbitragers are done, RSYS went up due to all the positive reasons above. Now RSYS is almost at $40 -- this means the spread is much less lucrative than when it was at $29. Also, all of the shorted shares so far have to be bought back. When that happens, RSYS will go up further. So I am a huge bull on the future of RSYS. I am holding all my shares of TEXM until after the acquisition, and then I will at least wait until the short squeeze sends RSYS up. Then, RSYS should be at over $60 --- and then I will consider selling :-). KLee

To: dylan murphy who wrote (1371)	7/2/1999 12:02:00 PM
From: bythepark	Respond to of 1472

Dylan, After the TEXM merger announcement I have been learning everything I can about them by gradually reading all their SEC filings and every TEXM post on the Yahoo board. Nothing I have read has in any way changed my thinking about holding onto to my shares for at least a couple of years. I must admit thought that the way the Market Makers every so often drop this stock on almost no volume ... has to make one wonder if they are doing it to take advantage of people's stop loss orders ?? --alan

To: dylan murphy who wrote (1371)	7/8/1999 1:46:00 AM
From: bythepark	Respond to of 1472

Dylan, There's a lot going on. For instance RadiSys second quarter earnings conference call is scheduled for 2:00 P.M. Pacific on Thursday, July 22, 1999. Dr. Glen Myers, RadiSys' chief executive officer, and CFO Steve Loughlin will review the results of the quarter ended June 30, 1999, and answer any questions we may have. Below is the information needed to access the call: Dial-in Number: 212-547-0140 Passcode: RadiSys Replay: 402-220-5219 Replay available through July 30th at 5:00pm Pacific. No passcode required for replay. RSYS will send its earnings press release to conference call participants on July 22, 1999 shortly after the close of the market. ----------------------------- RSYS SEC Form S-4 'Must Read', Fascinating SEC Document Here is just a sample of the information I found in this document: <http://www.freeedgar.com/search/WL.asp?C=873044&F=S-4&D=7/7/1999> RSYS' extremely close relationship to INTEL > In addition, we have designed and manufactured embedded computer solutions > for Intel, received research and development funding from Intel for the > development of various embedded computer systems, engaged in joint planning > and marketing programs with Intel and relied in part on Intel's distributors to > market our products. RSYS' reasons for the merger with TEXM > RadiSys expects the merger to enhance its ability to serve the need for > embedded computer solutions in several of its principal market segments, > including telecommunications, manufacturing-automation and medical equipment. > Because the products of RadiSys and Texas Micro complement each other with > little overlap, RadiSys believes the combined company may be able to deliver > greater value to customers than RadiSys and Texas Micro could separately. For > example, Texas Micro's largest customer applications are voice messaging > systems and computer telephony systems. It delivers a system chassis and > CPU board to its typical customer, while the customer acquires other > boards and software, such as DSP boards and WAN interface boards, from other > sources. > RadiSys, on the other hand, can deliver CPU boards, DSP boards and > associated firmware, and has developed a growing set of WAN capabilities. > Texas Micro also has developed a capability in system enclosures and is > developing a fault-tolerant approach. Accordingly, RadiSys believes the > combined company may be able to deliver a broader solution to telecommunications > applications than either RadiSys or Texas Micro could separately. And, TEXM's reasons for their willingness to merge with RSYS: > REASONS OF TEXAS MICRO FOR THE MERGER > > Texas Micro management believes a combined RadiSys and Texas Micro has > the potential to realize increased market share and improved operating and > financial performance as compared to the two entities operating independently. > The combined company will create one of the largest embedded computer solution > companies in the United States with pro forma combined revenue of approximately > $186.5 million for the twelve months ended December 31, 1998. The combined > company will be able to offer its customers a broader end-to-end embedded > system solution through these complementary product lines, as well as expanded > geographic support and service coverage. For example, in the telecommunications > industry, Texas Micro generally ships its customers system chassis and CPUs, > with the customer acquiring other boards and software, such as DSP boards and > WAN interface boards from other vendors. > With the addition of RadiSys' DSP and WAN capabilities, Texas Micro will be > able to provide its customers with more value-added components. In addition, > a combined company could (1) improve its competitive position relative to > larger companies that have entered the embedded computer solution market in > the past few years including, Motorola, Inc., Solectron and Compaq Computer > Corporation and (2) reduce its susceptibility to large customer sales losses > that historically have impacted each company. > Finally, the combined company could strengthen each company's international > position by creating European operations of a sufficient size to compete more > effectively internationally, as well as giving Texas Micro a potential > presence in Japan. There is lots more ... including a very detailed description of the negotiation process both companies went through before agreeing to this merger. --alan