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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Jim B who wrote (22495)	11/3/1999 9:38:00 AM
From: Kimberly Lee	Read Replies (4) \| Respond to of 108040

Start loading up on INPH, a direct competitor of JNIC. It's seriously undervalued. Short-termed target 45; float is only 2.4M Interphase Corporation Ticker: INPH Page 1 of 10 Complete Financials: June 1999 Exchange NASD FY END DEC ISSUE DATA (10/29/99) PER SHARE DATA RATIOS Price $ 17.25 EPS (TTM) $ 0.43 P/E (TTM) 39.75 52W High $ 35.50 Div. Rate $ 0.00 Yield 0.00 % 52W Low $ 5.88 Book Value $ 5.86 Price/Book 2.95 Shrs Out 5.68 Mil Cash $ 1.11 ROE (TTM) 7.64 % Float 2.40 Mil Rev (TTM) $ 12.46 ROA (TTM) 4.96 % Mon. Vol 4.55 Mil Curr. Ratio 4.22 Beta 0.94 LT Dbt/Eqty 0.19 BRIEF: Interphase Corporation and its subsidiaries engage in the design, development, manufacturing, marketing and support of network & mass storage products based on advanced technologies for computer systems. For the 6 months ended 6/99, revenues increased 4% to $35.2M. Net income fell 23% to $944K. Revenues reflect increased Fibre Channel and ATM product revenues. Net income was offset by a decreased gross margin due to a shift in the product sales mix. 1998 Sales $ mil. % of total LAN products 44.3 64 Storage products 17.2 25 WAN products 7.2 11 Other 0.1 - Total 68.8 100 Selected Products LAN devices 100Base-T Fast Ethernet adapters 100VG-AnyLAN adapters ATM (Asynchronous Transfer Mode) adapters CellView Configuration Management Utility (integrated driver software) FDDI (Fiber Distributed Data Interface) adapters Stand-alone network devices Storage devices Fibre channel adapters, interfaces, and driver software SCSI (Small Computer System Interface) adapters WAN devices ISDN (Integrated Services Digital Network) adapters and Software The only drawback is that INPH is not a pure SAN and Fibre Channel play, although the company has been increasing its focus on SAN and Fibre Channel product lines. The float is only 2.4M, about half of that of JNIC, and that makes the company even more attractive.