Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INTERPHASE(INPH): Good future for this stock -- Ignore unavailable to you. Want to Upgrade?

To: jonathan romanowsky who wrote (308)	11/14/1999 8:54:00 PM
From: Andrew G.	Read Replies (1) \| Respond to of 825

Total Rev, Rev from FC & Market Cap Comparison of INPH to EMLX and QLGC: EMLX, Q ended (Sep. 26,1999) Total Revenue= $28.9M Revenue from Fibre Channel= $21.6M (75%) Market Cap= $ 3.399B QLGC, Q ended (Sep. 26, 1999) Total Revenue= $47.5M Revenue from Fibre Channel= $12.2M (26%) Market Cap= $ 4.872B INPH, Q ended ( Sep. 30, 1999) Total Revenue= $ 20.5M Revenue from Fibre Channel= $ 12.35M (60%) Note: look at post# 2071 Market Cap= $ 216.15M Above comparison from: messages.yahoo.com And also note in last press release: "Third-quarter Fibre Channel revenues increased 368 percent compared with the third quarter of 1998, grew 78 percent sequentially from the second quarter of this year, and have moved Interphase into the number-two spot in Fibre Channel revenues among companies specializing in Fibre Channel host bus adapters. " biz.yahoo.com If INPH is in the number-two spot in FC revs than why is it's market cap 22.5X smaller than QLGC and 15.7X EMLX. ? Is it hyperbole to say that either INPH is outrageously undervalued or ALL the other FC plays are outrageously overvalued ? It's hard to fathom that analysts have been so remiss in their coverage of INPH. If it is indeed extraordinarily overavalued, shall we be looking at a stock price of $510/sh to $765/sh just to catch up with their competitors ?