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Technology Stocks : Tektronix -- Ignore unavailable to you. Want to Upgrade?

To: Sunny Jim who wrote (168)	5/29/1999 12:11:00 AM
From: Randy Ellingson	Respond to of 193

I can follow that up with observations that TEK seems to be in the right places with their products and technology. Their digital video technology may improve their visibility among tech investors. Also, FWIW, NATI which also does test and measurement business, has quietly been trading at new highs and good volume the past few weeks. Perhaps things are looking better for both companies. FWIW, I use a recently purchased DSO scope from TEK in my work (laboratory research), and it's a fabulous product. Randy

To: Sunny Jim who wrote (168)	6/1/1999 7:42:00 PM
From: Jay King	Read Replies (1) \| Respond to of 193

I've been following this stock for about four years. I think what has been keeping the price down is the severe lack of profits in the video business. The investment community sees this business segment as a money pit, even though the HDTV products make damn good press releases. Until the video unit starts consistently making money or they announce that they will sell this division, I don't see the stock doing the things I bought it for (like breaking the elusive $50 barrier). Everyone in the video business agrees Tektronix makes the best high-end studio equipment but unfortunately that has not translated to the balance sheets. I like the higher-volume business models of the Test & Measurement and Color Printer divisions better. Can you name one high tech company that makes good, consistent profits in a low volume business? I would loosely define a low volume product as something that sells less than 5,000 units per year. -Jay