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


To: Zed who wrote (848)3/4/1999 12:26:00 AM
From: Ashikin Wan-Noor  Respond to of 1606
 
Zed,

Actually I know of insgy for a while and yes, their engineering is probably the best part of this company. Also knew of their previous management... not impressed then, but I understand that this is the new and improved mgt which I hope can and will execute. I plan to hold for a while because I do believe insgy has something truly substantive and potentially market-leading to offer but I'm not entirely 100% confident they can pull this off.

Thanks for your feedback; that helps me mentally set my target.



To: Zed who wrote (848)3/4/1999 1:25:00 AM
From: Bert Zed  Read Replies (2) | Respond to of 1606
 
Zed,

I assume you mean $40 range by summer 2000 or do you mean summer 1999.

As some of us know, any extra high margin software revenue will largely drop thru to the bottom line. So it would take very little additional revenue in FY1999 to produce some decent earnings. i.e an extra $12,000,000 revenue @ 75% to bottom line would give us circa 75 cents earnings for FY1999.....

Interesting. I need to go and do some more DD........

bert