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Technology Stocks : ORFR-ORBIT/FR -- Ignore unavailable to you. Want to Upgrade?


To: Grantcw who wrote (408)5/9/1998 8:24:00 PM
From: Naggrachi  Respond to of 475
 
Re: RDL acquistion

It is nice to see the acqusition accretive to earnings, however, RDL will not save ORFR. A better sign, from an investors perspective, would be a pick up in orders for ORFR's core products. A pick up which managment said in it's earnings press release is starting to take place.

So basically we have to wait and see whether what managment has been saying about the second half of the year will materialize or another obstacle pops up. I believe in ORFR's managment, these guy's have integrity, so it seems. However, in the real world "---- happens" and one can only do so much.

Last time, it was the Asian crisis, next time it might be the collapse of the pakistani stock market. Heck, who knows!!!

Zead



To: Grantcw who wrote (408)5/14/1998 1:55:00 PM
From: Naggrachi  Read Replies (2) | Respond to of 475
 
If you read today's Lunchtime news on TMF, you'll notice that part of what's hurting Hewlett Packard (other than deflation in price of ccomputers) is weakness in the measurment industry, particularly, Asia.

Doesn't ORFR have some kind of agreement with HP?

If so, this explains ORFR's stock performance as well. Which is nothing new, however, just makes sense.

Zead