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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Trader J who wrote (17036)	7/6/1999 1:42:00 PM
From: Triffin	Read Replies (2) \| Respond to of 56534

TJ .. DEMP Supposedly KOOP/AOL to pick DEMP as supplier ??? Does this make sense ring/true ??? Picked up a little @ 9 1/2 TMEX caused the initial run .. Jim in CT ..

To: Trader J who wrote (17036)	7/6/1999 1:56:00 PM
From: LTK007	Respond to of 56534

Sergio as I know you read my every message,eat your heart out my holdings are exploding upwards today,every single one except APCC--leaving me with 10 winners in HEAT. To the thread any news on what's up with DEMP or JTWO--Max Still have a significant amount of cash--where should I throw it?

To: Trader J who wrote (17036)	7/6/1999 2:51:00 PM
From: peter a. pedroli	Respond to of 56534

INPH new all time high at noon 25 1/4. fibre channel,remote access and mass storage technology. Based on INPH closing price of $22.375 on 07/02/99 Percentage price change year-to-date 219.6% Percentage change, last 52 Weeks 237.7% Price/Earnings Ratio (last 4 quarters) 47.5 Price/Sales Ratio (last 4 quarters) 1.8 Market Capitalization $125 million don't focus on the dollars with an eye of an accountant. this is a growth story that makes the $amounts secondary. inph has 3 areas of growth to them that makes this story most attractive. fibre channel,remote access/wan and mass storage. inph introduced their first fibre product in 96. last year 98 fibre channel revs. for the year were 14%. remote access and mass storage were 11%&25% respectively. that's pretty good numbers for a product line that more the most part didn't exist 2 yrs. ago. the other part that you missed in the numbers, was the nearly 30% growth in sales in europe.with the parnerships they have put together in europe i'm looking for strong growth to take place next year as their internet paging co. takes off.working with alcatel doesn't hurt either. in the first qt. fibre channel revs. grew at 231% and remote access/wan revs. were up 168%. mass storage was 31% of total revs. inph had a 140% increase to their second largest customer account and that would lead me to believe that that was with IBM because of the big increase in sales in remote access products. as far as quality inph has 3 or 4 best of bread awards. network world and frost&sullivan and lan times has highlighted inph. the advantages that inph has in the san market will also be enhanced because of the interoperability forum that will be held at their test facility in dallas this month. these sessions have become benchmarks for determining emerging fibre channel products and new storage area solutions. the fact that inph is hosting these forums should also speak volumes for their place in the sector. i posted last week an update of who is going to show for this forum and it is just about everyone that is a player the float is a very good point. with the stock over $20 many of the institutions will stop worrying over liquidiy. and in the next 2 yrs inph will buy up 12% of the shares out. there is a 100,000,000 shares authorized so stock splits if they come should be a piece of cake. if the stock really takes of this fall to levels like emlx or qlgc i can vision 3for1 for their first split but that's really putting the cart before the horse. ------ Previous