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Pastimes : ASK Vendit Off Topic Questions -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (11108)4/7/2000 8:05:00 PM
From: Carolyn  Respond to of 19374
 
I think of this stock as my "money in the bank" stock. It is not a high flyer, it gets no attention, all it does is quietly go up. In my portfolio, this is the one that has increased steadily (I'm not counting the BRCMs here). I told Kevin Watson it is like Northwestern Mutual Life, the "quite company".
Fundamentally, it could not be better. It provides the technology which enables GE, Siemens and Marconi to operate their new CT machines; it provides the technology to the Navy for encryption. Very highend software developers. I have the impression if they come across an obstacle, they invent a way around it - that is what they did with their SAN software, which they subsequently sold to Tivoli (IBM) because they did not have the personnel to sell it.
Again, JMO.