Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (5399)	1/5/1999 6:40:00 PM
From: Junkyardawg	Respond to of 90042

Information: msnbc.com THERE ARE MANY reasons stocks don't realize their potential or fall out of favor — maybe a delay in a new product introduction or a disappointing quarter. The secret, of course, is to know which stocks represent true bargains in a crowded marketplace with no shortage of hype. Here are the favorites from three people who follow the sector closely: Cnet Inc (CNET) price change $48.38 -1.813 Network Appliance, Inc. (NTAP) price change $44.88 -0.125 Intuit Inc. (INTU) price change $78.44 +4.000 Inter-Tel, Incorporated (INTL) price change $25.88 +0.938 Data: Microsoft Investor and S&P Comstock 20 min.delay Paul Cook, lead portfolio manager of the Munder NetNet Mutual Fund, which had a stunning 98 percent return last year. Software maker Intuit — an old standby with a new twist — is among his favorites. “Intuit has the leading mortgage, insurance and financial services sites out there on the Internet,” he said. “And what we hope to see them do is emerge one of these vortex companies which aggregates goods and services on one side and clientele on the other.” Cook also likes IP telephony software firm Inter-Tel. “They had a very flattish 1998,” he said. “They lagged a little bit among the tech names that we follow. And I think they've been overlooked as they're small cap and they haven't been painted with the same broad brush that a lot of Internet companies have been painted with.” Paul Cook's Picks Company Stock Symbol Price change last year CNET CNET +110% Network Appliance NTAP +221% Intuit INTU +112% Inter-Tel INTL +36% SOURCE: Microsoft Investor Michael Murphy edits the California Technology Stock Letter — the oldest in the nation and rated No. 4 in the Hulbert rankings of mutual fund performance. One of his favorites is Informix. Informix Corporation (IFMX) price change $11.25 +0.688 Ross Systems, Inc. (ROSS) price change $4.31 +0.313 Premisys Communications, Inc. (PRMS) price change $9.75 +0.625 JDA Software Group, Inc. (JDAS) price change $9.53 -0.469 LSI Logic Corporation (LSI) price change $19.50 +3.375 Data: Microsoft Investor and S&P Comstock 20 min.delay “Informix is the second largest database company, and the database is at the center of what everybody is doing these days — especially with the Internet,” he said. “Right now, the stock is at about $9 and they're going to earn 50 cents a share in the June fiscal year. So it's only about 18 times earnings — lower than the market multiple and it's growing at about 35 percent a year. And this kind of company — when Wall Street is enthusiastic about it — will sell for 30 to 40 times earnings.” Murphy also likes a data communications company, Premisys. “They provide a box that you can put in an existing building with existing wiring,” he said. “You don't have to disturb all the phone wiring. You plug into this box and then you can connect users to the outside world. “The stock has come down because they've preannounced a disappointment for the December quarter. They're going to earn about 10 cents a share instead of 15 cents that one product that was delayed — it'll be announced in January. The stock went from $15 to $8 on that news and I think it will go right back to $15 and then on from there.” Michael Murphy's Picks Company Stock Symbol Price change last year Informix IFMX +108% Ross Systems ROSS +23% Premisys PRMS -56% JDA Software JDAS -50% LSI Logic LSI -19% SOURCE: Microsoft Investor Xilinx, Inc. (XLNX) price change $69.50 +2.813 PRI Automation, Inc. (PRIA) price change $27.50 +0.500 Analog Devices, Inc. (ADI) price change $31.00 +0.875 Teradyne, Inc. (TER) price change $45.63 +3.500 Data: Microsoft Investor and S&P Comstock 20 min.delay ”Chris Chaney follows semiconductor stocks for A.G.Edwards in St. Louis. Among others, he favors PRI Automation. “PRI Automation makes basically the wafer transportation systems and software that is used in the big semiconductor plants around the world,” he said. “Intel is one of their biggest customers “Their industry has gone through a very big downturn over the past year, so we t hink probably over the next few quarters they're going to lose money. But we think these losses will be reduced every quarter going forward. And we think that in the next year or so they'll break even and be very profitable.” Chris Chaney's Picks Company Stock Symbol Price change last year Xilinx XLNX +93% PRI Automation PRIA +12% Analog Devices ADI +21% Teradyne TER +44% SOURCE: Microsoft Investor