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Technology Stocks : RadiSys Corp -- Ignore unavailable to you. Want to Upgrade?

To: mister_utopia who wrote (1448)	10/29/2000 8:22:51 PM
From: dylan murphy	Read Replies (1) \| Respond to of 1472

Hi mister utopia, Just got in from a week in the woods and trying to catch up. At first I thought the market reaction was overdone. But really two quarters(6 months) is too long for wall street types to wait. The fear is the "tremendous 2001" won't happen. However you're right. If you have faith then this is a great time to be buying or just holding. To get back to the old highs in a year is a great return. This also show the value of the ratings companies put on stocks. Ten strong buys and no sells. What a joke. The stock drops 50% and THEN they puts out downgrades. Remember the story about the monkey throwing darts at the stock page? Also we know why there was no split. A two for one would put the price now around 13-15. Not acceptable. If outsourcing is the wave of the future then RSYS is in a good place.

To: mister_utopia who wrote (1448)	12/12/2000 4:19:37 PM
From: Sir Auric Goldfinger	Respond to of 1472

As forecasted MONTHS ago: "RadiSys Revises Guidance for Q4 and Q1 12/12/0 16:6 (New York) Business Editors, High-Tech Writers HILLSBORO, Ore.--(BUSINESS WIRE)--Dec. 12, 2000--RadiSys Corporation (Nasdaq:RSYS) today announced that its revenue and earnings for the fourth quarter ending December 31, 2000, and the first quarter ending March 31, 2001 will be lower than its previously stated guidance. Q4 revenue is expected to be in the vicinity of $83 million, as opposed to approximately flat with Q3, or $90.7 million, as previously communicated. The company expects earnings per share for Q4 to be between $.20 and $.24, prior to one-time gains associated with the repurchase of notes and benefits associated with R&D tax credits. Earnings per share for Q4 was previously expected to be approximately flat with Q3, which was $0.41 excluding the benefit of R&D tax credits. The drop in earnings per share is due to the drop in revenue and an expectation of lower gross margin due to product mix and underutilized manufacturing capacity. Revenue and earnings for the first quarter ending March 31, 2001 are expected to be approximately flat with Q4 2000. The company's revenue and earnings guidance for the year 2001 remains unchanged at 25-35% growth over 2000. Commenting on the revised guidance Chairman and CEO Glen Myers stated, "We've seen even more conservatism this month from many of our customers. Customers have lowered their near-term forecasts and have postponed shipment of orders previously placed. The biggest drop has been from our manufacturing-automation-equipment customers, specifically semiconductor and electronics-assembly equipment. Positives that we see are that our shipments into wireless infrastructure equipment are very strong, and our customers are still forecasting a strong rebound in the second quarter of 2001. I am highly optimistic that once we get past the next few months of widespread industry indecision, the technology that we are delivering to major new areas such as packet networks, voice/data convergence, 2.5G and 3G wireless infrastructure, will put us in a position of strong growth for the remainder of 2001 and beyond." RadiSys will conduct an analyst conference call today at 5 PM Eastern Time. The public is invited to participate in the conference call by either calling 630/395-0302, password is RadiSys, or listening via live audio webcast on the RadiSys web-site at www.radisys.com. Replays of the call will be available at 402/220-0344 or via audio webcast at www.radisys.com. RadiSys (Nasdaq:RSYS) designs and manufactures building blocks for 6 next-generation Internet, communications, industrial automation, medical equipment, and transaction terminal applications. As a leading independent provider to OEMs, RadiSys delivers a time-to-market advantage in a tight "virtual division" relationship with its customers. The building blocks include Intel-based embedded computers, DSP modules and algorithms, network interfaces and protocols, systems platforms, embedded software, systems engineering and integration services. RadiSys' highly differentiated position in the market is a result of its intense focus on Intel-based technology, having the broadest array of building blocks, and having a "perfect fit" product development strategy using its intellectual property to design customer subsystems. RadiSys is a registered trademark. All other products are trademarks or registered trademarks of their respective companies. Except for the historical information contained herein, the matters discussed in this press release, including the statements regarding future development and business activities, expectations of future orders and estimated revenues and earnings, are forward-looking statements that involve risks and uncertainties. The following are among the factors that could cause actual results to differ materially: dependence on the relationship with Intel Corporation and its products; lower than expected or delayed sales in the communications market; lower than expected design wins with key OEMs; failure of leading OEMs to incorporate RadiSys' solutions in successful products; deliveries of products containing errors, defects and bugs; dependence on a limited number of suppliers or, in some cases, one supplier for components and equipment used to manufacture products; difficulties in integrating acquired businesses and assets; competition in the embedded computer market, which may lead to pricing pressures; political, economic and regulatory risks associated with international operations; technological developments; the inability to protect RadiSys' intellectual property or successfully to defend against infringement claims by others; availability of qualified personnel; business conditions in the general economy and in the markets RadiSys serves, particularly the communications market; technological difficulties and resource constraints encountered in developing new products; and difficulty or inability to meet obligations to repay indebtedness. The forward-looking statements should be considered in light of these factors. For more information, contact RadiSys at investor.relations@radisys.com or call the RadiSys Investor Line at 1-503-615-RSYS. --30--RYG/se* CONTACT: RadiSys Corporation Brian Bronson, 503/615-1281 (Investor Relations) brian.bronson@radisys.com

To: mister_utopia who wrote (1448)	2/4/2001 5:48:20 PM
From: dylan murphy	Read Replies (1) \| Respond to of 1472

I have a few questions,comments about Radisys and Nokia and 3g. In their press release RSYS talks about design wins in GPRS. My understanding is that the phones themselves will be delayed until the end of 2002. This puts those contracts way behind schedule. I've also seen press releases that there have been many problems with overheating and battery life. I believe RSYS does work on the basestations. But if the phones don't work will these wins ever happen? Also this past week Nokia announced the layoff of 1500 full and part time jobs in Texas. They seem to be headed more and more toward outsourcing. This would be a positive for RSYS. Nokia has also said at their last press conference that they would build 100,000 WCDMA basestations in 2001 and 300,000 in 2002. Could these deals be the large design wins RSYS spoke of in their cc? But then no one has come out with a working WCDMA chipset for their phones yet either. I also not sure if RSYS has any experience with CDMA or WCDMA. This is where the future growth in telecom will come from during the few years. RSYS needs to be in the high growth area of telecom to ever see their stock price back to the old highs and beyond.