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Technology Stocks : PRVO:PREVIO INC earnings +45% for '96 (A good story) -- Ignore unavailable to you. Want to Upgrade?

To: zax who wrote (838)	8/9/1998 4:45:00 PM
From: zax	Read Replies (1) \| Respond to of 955

My take on Stac now... An interesting play. A company, once well regarded for its Stacker disk compression and famous for having won an infringement lawsuit against Microsoft over it, has fallen upon hard times. Trading close to its five year low, Stac is trying to improve shareholder value by spinning off its HiFN division, which produces chipsets used in networking hardware. These chipsets could become integral components of the next generation of switching equipment, and also Digital Subscriber Line (DSL) technology which promises to be a huge industry as the telcos begin deployment. More history on Stac: The company bought, from the settlement and royalty funds for disk compression technology, its "Reachout" software product from Ocean Isle, only to see this great asset waste away to the inferior but more popular pcAnywhere from Norton Utilities, and LapLink. The company seems to now have all but abandoned marketing this truly excellent program. The company also has also used its royalties to develop possibly the best new NT and Novell backup software solutions, and has now inked distribution deals with both IBM and HP on this software. This development of new product lines however, has coincided with the end of royalties from MSFT and IBM. New revenues streams are now only starting to emerge. Stac also widely employs in its products a key patent the company holds, for LZH compression. On bottom feeding principles alone, this company seems a good buy. Any thoughts? Author is in at 3 1/2 as of 8/5/98 -- Zaxbowow