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Technology Stocks : INTS - Integrated Systems -- Ignore unavailable to you. Want to Upgrade?

To: John B. Dillon who wrote (307)	9/16/1999 12:40:00 AM
From: Alan A. Hicks	Read Replies (1) \| Respond to of 327

What's the risk? What's the potential reward? From my perspective it's about one to two points on the downside (if the quarter really disappoints). But if Boesenberg gets INTS' growth back on track, $30 a year out is not a stretch. That would only be 4 times next year's revenues of $190 million (that's only about « of WIND's current depressed valuation). INTS has bought back over one million shares over the last year. Insiders have also been purchasing shares in the open market. I don't have any idea what the EPS will be reported for the Q2 report this afternoon. There will be write-offs from the SDS merger but that is already well known. Expenses will be higher from porting pSOS to JAVA. What will be more important is how ISI is positioning itself for accelerating growth in Q3 and beyond. How soon will Sun start contributing design wins? How much interest is there in ISI's new Java based reference designs? How quickly can SDS be integrated and show good growth? In short, how soon are we back to 25% revenue growth and 20%+ operating margins? The upcoming Embedded Systems Conference (ESC), the embedded industry's largest annual trade show, is coming up in couple of weeks. Embedded software companies show off new products and typically make a lot of announcements. I expect to see that ISI is indeed demonstrating renewed momentum in its markets and with its new initiative with Java-based internet appliances.