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


To: peter a. pedroli who wrote (621)3/10/2000 9:54:00 PM
From: Ignatz  Read Replies (1) | Respond to of 825
 
Most of the posts on the Yahoo board do not contribute much. To learn about the company go to their website www.iphase.com and in the investor relations section you can listen to their most recent quarterly earnings conference call. Listen to the whole thing. There were many questions from analysts that were answered by the "new" CEO. He was CFO for a year and is now beginning his second as CEO. Interphase has a clear plan of attack and has been executing pretty well. That's why the stock went from below 10 in 1998 to the 20s in 1999. They are smack in the middle of two exploding markets (FC for SANs and embedded systems for telecommunications) along with other solid networking businesses (WANs, ATM etccc...). Good execution on the part of INPH will easily put the stock in the 100 neighborhood by winter. Flawless execution and some solid OEM contracts would make 250 by Christmas very possible. Their market-cap vs. their peer group is very low. 77% of float was held short as of last month due to some business with HP being lost. But guess what? The loss has forced INPH to get very serious very quickly about broadening their customer base. They are doing that right now. There is only 5 million shares outstanding on this stock that has been profitable for about 9 straight quarters. Analysts to not even formally follow this stock yet!!! This company is in an awesome position. Look at it very seriously. I've put a large chunk of my RMBS profits into this stock.