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


To: Charles Broderick who wrote (555)1/25/1999 7:51:00 PM
From: Prognosticator  Read Replies (2) | Respond to of 1606
 
Hello Irishman.

I'm no longer invested in Insignia. The joke is that if I had still been, I would be almost back at break even. Bad timing as usual. Regarding purchasing more: I will, if I convince myself that the company isn't going to do the same things as last time. I'm moving in that direction.

Interestingly, I searched Sun's web site: no mention of JENE, but lots of information about Insignia (SoftWindows related). There is a mention of Patriot Scientific in a 1997 press release, but that's so long ago in the Java marketplace it may not be irrelevant now.

I'm also researching PTSC: as I said earlier, if you need high performance, then hardware dedicated to the job (as claimed for the Patriot 1000) would be the way to go, rather than using a JIT on top of a general purpose architecture. I'm not yet convinced that Patriot can survive, they seem terribly short of cash, and seem to have problems in their one cash generator (the kiosk system) since their cost of sales jumped from 44.9% to 82.5% edgar-online.com.

Use of a Patriot chip would also eliminate the need for an RTOS, since the JVM contains thread management (unless I'm missing something). At $.60 a share it seems too good to pass up, but the last company I thought that about was Media Vision (does anybody remember them!). There is also some disturbing wording at the end of the report regarding a lawsuit on the ShBoom technology which they apparently purchased.

I wonder also whether JENE on top of a PSC1000 would be a good combination. I have no information about any work in that area either.

This analysis is not intended as investment advice. :)
P.