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Technology Stocks : CPCI - great earning , BARRON's suggest -- Ignore unavailable to you. Want to Upgrade?

To: GuinnessGuy who wrote (460)	1/9/1998 7:51:00 PM
From: Mr. Jens Tingleff	Respond to of 586

Hi Craig - Re:<It's interesting that they are emphazing NT solutions while management's background is clearly from Sun Microsystems(SUNW).> Volume point of view - MS NT and maybe even NT-SBS - adding improved disk capabillities is a huge market IMO. Kr Jens

To: GuinnessGuy who wrote (460)	1/10/1998 10:02:00 PM
From: csm	Respond to of 586

Craig, NT appears to be where the action is and will be for the foreseeable future, based on new product orientation. You noted this is a start-up so we don't have to worry until they have some product out there. In the meantime I think I would side with Bob Kill (CEO CPCI) in saying that CPCI has already worked through a lot of technical issues that the newcomers still have to deal with. However, it is true that CPCI has no patents and for that reason I think we have to have the radar screen on long range for competition. This appears to be a very big market and we have to watch how CPCI does in market share. They have been quite successful and have developed an excellent reputation from anything I can dig up. MegaDrive is one company that I'm keeping an eye out for. Are there others? Stuart.