Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Equinox Systems (EQNX) -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (310)	3/11/1998 10:40:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 765

To ad to my earlier comment about what the CFO told us - he said that the IBM deal was just the "tip of the iceburg". I won't pretend to have done enough homework to be an expert in Equinox's products and technology and how they are positioned against competing companies and technologies. But it seems to me that they are likely to see increased momentum due to the acceptance of their products by IBM and others. That stamp of approval has the chance of snowballing business more rapidly than is already expected. I think the numbers look great now and the current forecasts look very good for '98 & '99. But that is not why I and my associate invested in EQNX - we figure that the current outlook may already be factored into the price and no matter how cheap it looks that alone is not sufficient reason to buy. We expect the growth to be higher than the current forecasts and more interest in the stock to develop due to higher sales and recognition. Too bad this isn't a "darling stock" or product area that investors are currently swooning over - like NINE in the graphics product area. If that were the case this stock would be at least double the current price.