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Conference nyoss1::market_investing

Title:Market Investing
Moderator:2155::michaud
Created:Thu Jan 23 1992
Last Modified:Thu Jun 05 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1060
Total number of notes:10477

231.0. "info on Aldus, Rasterops" by SCAACT::MANN () Mon Jun 29 1992 16:05

    
    
    Does anybody have any investment advise on the followin cos:
    
    Rasterops
    Aldus
    Interphase
    
    thanks,
    
    Jessie
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231.1RasterOpsYNGSTR::BROWNMon Jun 29 1992 17:125
    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
231.2buy ROPS!SCAACT::MANNMon Jun 29 1992 17:358
    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
    
231.3ouchVIZUAL::FINNERTYThe bug stops hereMon Jun 29 1992 17:407
    
    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.
    
231.4invest based on fundamentalsSCAACT::MANNMon Jun 29 1992 18:447
    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
231.5just curiousVIZUAL::FINNERTYThe bug stops hereMon Jun 29 1992 20:102
    
    what is it about ROPS's fundamental stats that look good to you? 
231.6ROPS fundamentalsSCAACT::MANNTue Jun 30 1992 14:4112
    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
231.7InterphaseDPDMAI::VETEIKISTue Jul 07 1992 21:439
    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