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Technology Stocks : Insignia Solutions (INSG) -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (405)	1/3/1999 4:30:00 PM
From: Zed	Read Replies (1) \| Respond to of 1606

Nice ramp up, but INSGY is still very undervalued. The price has nearly quadrupled from its low a few months back. However if you look at the numbers, the price is not much above the book value. Revenue/Share $1.44 Earnings/Share $0.04 Book Value/Share $1.21 It appears the market still has INSGY pigeonholed as an emulation company, when they have changed their business focus completely and are about to deliver their Embedded Virtual Machine for Java. According to insiders, nobody else has what INSGY has - a truly scalable technology that can fit into the smallest devices and deliver consistent predictable performance. The smaller the device the bigger the Insignia advantage. A couple of years ago I was at a meeting with HP and they were adamant that the biggest promise of Java is in embedded devices. A market then of some $4bn. That was before the Internet explosion and the need for everything to be connected. Undoubtedly there will be competition (HP for one), but Insignia's technology rests on many years of experience and they have the potential to become one of the Internet infrastructure companies. As you might guess, I am long INSGY and a believer in their management and technology. Do your own DD before you invest and good luck to you. Z