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


To: Zed who wrote (505)1/22/1999 2:59:00 PM
From: Charles Broderick  Read Replies (2) | Respond to of 1606
 
Zed, This afternoon Vincent Malgapo was told that JINI sits
on top of JENE by the Investor Relations manager for Insignia
Solutions, Mr. Reid Cox of the Financial Relations Board Inc.
Telephone (415) 296 2272, and also confirmed the same to my
University Professor at University College Dublin, yesterday
evening.
I am acutely aware of the criticality of this statement, and if
I am wrong, it could prove very expensive for me and all my
friends on this thread.
Please do not misunderstand me, I am not taking offence at your
comments, but I would like to point out that my imagination does not run to inaccurate reporting, especially from an IR guy speaking on behalf of the company.
Furthermore I would like to be able to speak to him myself, in the future, which he would be disinclined to do if I were to misquote
him!.

The number is above for anyone to ring and the more who do
the happier I will be.

P.S.:
A calculation I have seen is that $20 million will make this
a $20 share. I hope I've got that bit right but I'm asking for
calculations from someone here qualified to do it.
I am still awaiting valuable comments from Charles,William and Prognosticator.

The IrishInstigator!!



To: Zed who wrote (505)1/23/1999 4:23:00 PM
From: Mark[ox5]  Read Replies (1) | Respond to of 1606
 
Z, I am long this stock as of this past week so please don't read this as a shorter trying to incite fear... but...

In your post you said

"I recall a conversation with HP several years back when they said the market for embedded control and monitoring devices is several Billion Dollars. HP is a major player in that market, so is Honeywell."

So right now we have Hewlett Packard, Honeywell, and Sun itself all of which compete with INSGY??? (you said SUNW itself has a Java virtual machine)

So all these huge companies with lots of money for marketing and huge sales forces competing against itsy bitsy INSGY? It just doesnt make sense unless INSGYs technology is 2 years advanced over any of the others. Maybe they are a buyout candidate but unless their technology is so far ahead of the other big players how can they win this?

Thanks in advance...

Mark