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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TwoBear who wrote (6953)	4/26/1999 8:49:00 AM
From: Bob Rudd	Respond to of 78594

TwoBear: Lumisys <<Do they make electromagnetic digitizers? In the Radiation Oncology these are utilized everyday performing Dosimetry.>> They're leadership is laser digitizers, the make cheaper CCD's but it's no big deal..Vidar is leader there I think, but it's low-end stuff. They're pinning hopes on lowcost CR offering affordable filmless approach. While earnings have sagged due partly to overpaying for software Co that supposedly ties it all together to offer only complete solution [But hasn't helped bottom line], one way to look at value is consider the R&D...Michael Murphy's growth flow or Ken Fisher's P/R&D. Price/Growthflow P/[E + R&D] is less than 5 which is favorable. I'm not so much pounding the table on this, as asking that folks that really understand the playing feild take a look at it...I just lack a feel for this business because I've never been associated with it. Thanks for taking a look at it. Your input and opinions will be much appreciated. bob Some references: quote.yahoo.com lumisys.com The latest conference call is on Vcall, but you'll have to register to hear it...free but inconvenient vcall.com