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Technology Stocks : CPCI - great earning , BARRON's suggest -- Ignore unavailable to you. Want to Upgrade?

To: csm who wrote (575)	9/14/1998 5:32:00 PM
From: Neil S	Read Replies (2) \| Respond to of 586

Stuart, <<But what is it saying?>> Not enough to get me back in. I exited after Q2 top line was $10.6 but included a substantial beginning backlog of ~$2.0m [so current period orders were ~$8.6m in Q2 v $7.3m in Q1]. I was looking for more top line growth, and Ciprico has a tradition of inconsistent growth which caused some concern. IF they do $8m in Q4 AND are above breakeven i'll take another look. There are a lot of small cap stocks currently selling at around book value and at about cash value. At the moment Box Hill looks more compelling with a much larger market cap, positive top line growth, recent upgrade from Salomon Smith Barney and a price to book of 1.55 and a psr of 1.19. I think both of these companies will benefit from the coming adoption of Fibre Channel which will start to accelerate next year. Take care, Neil