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 : INTERFACE SYSTEMS (INTF) GETTING INTO EBPP? -- Ignore unavailable to you. Want to Upgrade?

To: Bradley W. Price who wrote (875)	1/30/2000 11:00:00 AM
From: David H. Zimmer	Read Replies (3) \| Respond to of 1203

Brad, it never hurts to give them a call. When I speak with any company's management naturally I seek information concerning specific questions. Of greater importance I look to determine their internal level of confidence based upon the tenor of their voice. In speaking with INTF management, the proper word to describe what is going on there is controlled euphoria. They are extremely busy and very happy about the efforts that have begun to produce quantum results. Earnings on Tuesday will allow for the analysts to extract the level of business being done in the "L2i" field. Our estimates suggest numbers which will be comparable to XNS.TO which did about $5 to $6 million in the lagging four quarters in this field with inherent annual increases to be no less than 150% to 200%. These revenues produce gross margins of 80% to 85% and as such, should be of great interest when coupled with the Killen study on ESP which is to be released on February 7th. ESP will lead the charge of information transfer from the mainframe to the internet and INTF is clearly positioned as a leader in this field. I do not know of anyone who believes that the bottom line will be positive for this quarter or for the next two or three. What will drive stocks in this arena is revenue growth. Taking away prior discontinued operations at INTF should reveal growth consistent with its peer competitor XNS.TO. I expect both stocks to outperform their lesser established competitors going forward based on their first mover status. Give the company a call on your question. You can reach Bob Nero at 1-734-769-5900 ext. 1740 and Bob Granger at ext. 1694. both are very busy but will return your call. Keep us informed of your findings.