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

To: John B. Dillon who wrote (291)	6/3/1999 3:19:00 PM
From: Alan A. Hicks	Respond to of 327

Yes, INTS broke out of a 3 1/2 month downtrend yesterday on 330,000, about 4.5 times average daily volume. There were quite a few large block trades during the day. INTS quarter ended last week. Earnings are due to be announced June 17. H&Q, Lehman and Dain Rausher expect $0.09 and $34 to $35 million in revenues. The Everen analyst is way up at $0.13 and $36 million. (??) Company guidance at the H&Q conference last month had been supportive of $0.09 and $34 million. West coast business had been clearly improving which has been a stronghold of WIND. The size of orders had also been improving. Management also indicated that internet appliances were also a high priority. It will be interesting to see if ISI's management articulates an aggressive internet strategy (as WIND did in their conference call). All indications are this will be the next wave of growth in the embedded software market. INTS still has some work to do to break out of 3 year down trend. That downtrend line is now around $16. A good quarter and conference call could do the trick. Also the announcements yesterday on new sales positions I take as a positive. Joe Addiego is back at VP of Sales. He was at that position in 94-96 when pSOS sales were growing 50% per year. Boesenberg now needs to find a top notch VP of Marketing.

To: John B. Dillon who wrote (291)	6/13/1999 2:35:00 PM
From: Alan A. Hicks	Respond to of 327

Apparently ISI wants really wants investors to listen in to INTS' Q1 conference call this Thursday. INTS' conference call was listed under Barron's “Preview of the Week” section which lists significant national and international economic events for the coming week. For this Thursday was listed: 1) Greenspan to speak to Joint Economic Council 2) Trade Deficit for April to be Announced 3) Finance Committee to hold hearings on appointment of Larry Summers as Secretary of Treasury 4) Integrated Systems to Hold Conference Call. Usually only Fortune 100 companies might get listed under this section. Also, BestCalls.com put out a press release featuring the quarterly conference calls of Integrated Systems and National Semiconductor. BestCalls.com is a free internet service that e-mails any interested investor information when and how to participate in quarterly conference calls. At the least we can conclude that INTS investor relations is becoming much more proactive. Some large investors were encouraged enough last week to buy a number of 50,000 to 100,000 share blocks at $14 - $14 1/4. Just maybe Mr. Bosenberg will have a positive conference call. I think it will be very interesting to know how ISI is building up their sales force, especially on the West Coast and how quickly new sales people are ramping up sales productivity; and also how ISI is positioned to participate in the embedded interest appliance market, how aggressive ISI plans to be in this emerging embedded market, and any areas (cable modems, set top boxes etc.) where ISI is already gaining design wins. H&Q, Lehman and Dain Rausher expect $0.09 EPS and $34 to $35 million in revenues. The Everen analyst is way up at $0.13 and $36 million.(??) Company guidance at the H&Q conference last month had been supportive of $0.09 (+40%) and $34 million. $0.10 (+50%) would be excellent. $0.11 (+65%) would be very positive. INTS conference call will be held Thursday, June 17 at 1:45 PM PST at 415-228-4638. A replay will be available until June 24 at 402 998-0668. The confirmation # needed is 7289903. To reserve a line for the live conference call Elizabeth Moore in Investor Relations at (408) 542-1811 or e-mail emoore@isi.com. INTS share price does still has some work to do to break out of 3 year down trend. The downtrend line is now around $16. A good quarter and conference call could do the trick.