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Technology Stocks : ICOM: Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Edward Peery who wrote (396)	3/12/2000 10:43:00 AM
From: clark66	Respond to of 494

I bought more on this dip to 8 3/8 ... been in since 2 5/8 ICOM gaps and then fills the gap over the next few weeks could be more downside maybe 7.75 or so. but earnings are the week after next expectations are high .... rumors abound .... over long haul good be good stock to own check out ragingbull board some good info on the companies products.

To: Edward Peery who wrote (396)	3/13/2000 7:51:00 AM
From: Wallace Rivers	Respond to of 494

Just finished wading through the last 50 or so posts on RB (I am a lurker there). There is some useful info there. If you believe that ICOM has a better product than Cerent (which has been acquired by CSCO), then ICOM should have a higher valuation. I won't go into any mathematical maneuvers to get a prospective price, as someone on RB has already done that. I won't agree or disagree with this person's work, I'll only say that I was amazed at what CSCO paid for Cerent this past summer, which gave support for my holding ICOM. One thing I haven't heard much about lately, but which has been mentioned in the past, is a relationship with Texas Instruments in the DSP arena. TI is one of the big players in that area, and I would be curious to know what is going on there. That being said, we need revenues (numerous contracts have been "rumored" with a variety of companies); hopefully the appointment of Guido V. last month is an indication that ICOM is serious about the task of getting sales on the books.

To: Edward Peery who wrote (396)	3/14/2000 7:27:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 494

I don't know whether this will help at all in deciding whether and when to buy, but I thought yesterday's + action in a down Naz was excellent. I have been through some huge peaks and valleys with this stock (first purchase 10/97) and I did a bit of poking around this weekend. I was encouraged going to the employment section at the Intelect web site. There is a fairly substantial list of positions open, and they aren't for the janitor or receptionist. Don't get me wrong this is still a "show me" stock, but things are better than they have been in a long time. Working capital (which will allow the potential ramp up in production) is in good shape (the downside being more dilution and the increased overhang of potential sellers, but, it is my understanding we don't have a "death spiral convertible" situation again). The company is in the right space with, as I understand, excellent products. Other companies in its field have significantly higher valuations (Cerent was a private company before being taken over by CSCO, there are other companies in the public realm). Before the stock fell off a cliff, the bulk of ICOM's business was in Korea, and that region has come back decently. I would also be interested to see what the company is doing in the digital signal processing (DSP) space. That being said, this is still a most speculative stock, the standard disclaimers are in force - do your own DD, etc. Also know that I have been wrong on the stock for the majority of the time I have held it (certainly not now!), if I originally purchased 10/97. intelect.com