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


To: D.J.Smyth who wrote (1100)1/16/1998 12:18:00 AM
From: Burt  Respond to of 1472
 
In the Biotech area, take a look at ASTM. Think its interesting at its current price (4 7/8).

Will have more to say about RSYS tomorrow.



To: D.J.Smyth who wrote (1100)1/16/1998 10:01:00 AM
From: Tnsplyr  Read Replies (1) | Respond to of 1472
 
Your insights, analysis and comments are always a welcome read, Darrrell. Thanks.

Something tells me Myers is the right man. My dealings with him over the net have been postiive, timely and straightforward. There's no question in my mind that RSYS is going to be a winner. It's a well run outfit with a fine record.

Somehow though, we need to build an investor base. This tiny float is holding things back. We need more investors---we need more shares of stock out there. RSYS needs an agressive public relations office with an exec heading it up to match. Again, I believe Myers is a terrific inside man...who needs some terrific "Outside" people.



To: D.J.Smyth who wrote (1100)1/22/1998 2:04:00 PM
From: w sun  Read Replies (1) | Respond to of 1472
 
It was multibus bus rsys bought, not vme as stated above as "It was a great move to purchase the vme from Intel as this business is still expected to increase, although slowly, in the future." I do agree it's right thing rsys did. In my view, rsys's strength is in its unique concept of "design-in" relation with its customers. Due to this, it tends to focus on high-end of market. As PC gets cheaper, I would like to hear about how it compares with force (a solectron's sub) in hardware and venturCom in software. How does it fare with its DSP investment? How does it penetrate in industrial automation market? I also have reservation about its InTime(NT extension) investment. For software I have more faith in its cooperation with Steeplechase on RTOS and WINDOWS CE.

Finally I'm less concerned about d2d price change and spread. It is an expansion sector rsys is in, if it's executed right, rsys should do well. That's sign I am watching. Unfortunately, it's much easier to watch stock price/volumn an da lot harder to feel company's pulses. Conference calls are wonderful, but harder to get phone number & codes.(ws)