| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 231.1 | RasterOps | YNGSTR::BROWN | | Mon Jun 29 1992 13:12 | 5 |
| I follow RasterOps; they just got beat down to below 10 from 12-14ish
on a worse than expected earnings projection. They make Apple and
workstation graphics stuff. Actually I like Radius (same market,
sort of) at 10 a little better. Both are small under 300 employee
shops with good revenue growth. .02kb
|
| 231.2 | buy ROPS! | SCAACT::MANN | | Mon Jun 29 1992 13:35 | 8 |
| I have followed RAsterops for sometime now. It looks very attractive
at 10 with $3 in cash and solid earnings, .24-.26 expected this
quarter. Robertson Stephens analyst lowered the projects for
this quarter from .33 to .26 which is more in line with the avg. DFJ
has a buy recommendation on it.
Jessie
|
| 231.3 | ouch | VIZUAL::FINNERTY | The bug stops here | Mon Jun 29 1992 13:40 | 7 |
|
if you buy ROPS now, you will be bucking the trend. ROPS is trending
down faster than DEC stock... this might be a good call for a
reversal, particularly if the market picks up here, but the label
"falling sword" surely applies here. I had shorted ROPS a while back
and have been kicking myself for buying it back too early.
|
| 231.4 | invest based on fundamentals | SCAACT::MANN | | Mon Jun 29 1992 14:44 | 7 |
| 90% of the time when I make money is because I am bucking the trend e.g
early 1991 I bought Informix for 3.25 and later on in 1991 sold at
9.25. Two weeks ago Informix was at 35. Obviously, I sold too
early. I like companies that have good fundamentals and wait for
the crowd to catch up.
Jessie
|
| 231.5 | just curious | VIZUAL::FINNERTY | The bug stops here | Mon Jun 29 1992 16:10 | 2 |
|
what is it about ROPS's fundamental stats that look good to you?
|
| 231.6 | ROPS fundamentals | SCAACT::MANN | | Tue Jun 30 1992 10:41 | 12 |
| Cash - 16 Million (5.5 mil. shares outstanding)
No debt
revenue growth 15-20%
earnings June 92 qtr. .25
FY 93 earnings expected around .95-1.05
Revenue FY 92, 80 million compared to current market value 55 million
This is cheap for $10/shr, if you compare to other similar
high tech. growth companies.
Jessie
|
| 231.7 | Interphase | DPDMAI::VETEIKIS | | Tue Jul 07 1992 17:43 | 9 |
| My brother is a software engineer for Interphase. They make all types
of high-speed controller boards for Sun, Tandem, et al.
A small company with 200 or so employees, their stock price can be
fairly volatile.
I'll do my best to get more info from my brother and post it here.
CV
|