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Technology Stocks : Box Hill Systems (BXH) -- Ignore unavailable to you. Want to Upgrade?


To: Ronjon who wrote (147)7/29/1998 12:19:00 AM
From: Diamondhead  Read Replies (1) | Respond to of 194
 
I think BXH has some good things going for it ....CEO is back from the hospital, 2nd qtr earnings were good ..not fantastic, but not bad either, Spain deal could be lucrative for them although you never know for sure what will become of these type of deals...sometimes not much (ex. MTIC's deal with Hitachi..so far little) And probably the best news is that the CEO said they have a healthy back log of orders.

In the next year or two there could be some consolidation in the industry, which could be profitable for us.

At the moment I am out of BXH and have my eggs in MTIC's basket. They report Friday morning and have a conference call at 11am. I am hoping that the morning release and conference call during market hours is a bullish sign.

In my mind the pecking order quality is EMC, then MTIC, and then BXH. Of course the quality is relative to the value you pay for it. EMC pe is very high, but they do deliver. When MTIC or BXH have a slow quarter they are slammed as happened recently.

Good luck to you,
Kevin