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Technology Stocks : INTS - Integrated Systems -- Ignore unavailable to you. Want to Upgrade?

To: William Sheppard who wrote (217)	2/11/1999 12:07:00 PM
From: Alan A. Hicks	Respond to of 327

Thanks Bill S., I agree with your comments. I think investors should focus on the fact the embedded market is still is its early stages of growth. I heard Jerry Fiddler, the founder of WIND, speak at the last Embedded Systems Conference. He laid out a compelling case for an explosion in embedded internet connected devices/appliances that will dwarf the traditional computing platforms over the next few years. And, he did say there would be huge opportunities for a number of companies in the embedded market. He seems to becoming a spokesman for the industry. Interest does seem to be picking up in INTS. There has been persistent large block buying all week. There are still three analysts (Dain Rauscher, Everen, and Lehman) that are currently "Neutral/Hold." If INTS demonstrates they are indeed back on track, as I believe they are, I think it is just a matter of time before they move to “Buys.” Some financial conferences are coming up INTS will be attending where analysts and large investors will meet ISI's new CEO, Chuck Boesenberg for the first time. Everyone I know who has had an opportunity to meet him has been positively impressed. The Dain Rauscher conference will be next week and the Hambrecht & Quist Conference will be at the end of April. So, I agree with you that with some interest coming back to INTS, it could be in the 20's by this summer. If ISI executes well and returns to 20% operating margins and good revenue growth, INTS shares could indeed be $40 to $50 (just back to its old high) over the next 18-24 months. And, if WIND reports a quarter at least in line with expectations it should also move back up nicely. I think they will be at the same financial conferences.