John Leonard, CFA
Special situations, micro-cap, contrarian, CFA

Recent Disruptive Product Launch Is Underappreciated Growth Catalyst For Interphase

Company overview

Interphase (NASDAQ:INPH) provides communications networking products as well as electronic engineering design services (NASDAQ:EDS) and electronics manufacturing services (NYSE:EMS). In May 2014, INPH began shipping its newest product Penveu, a handheld device that adds interactivity to projectors and large screen displays for use in the education and enterprise markets.

EMS (and EDS) to the rescue

Communications networking is considered a legacy business at this point due to lower spending by its telecom customers who are suffering as a result of the shift from a circuit-switch network architecture to an IP network and relatively low market penetration in faster growing emerging markets. However, management saw the "writing on the wall" and used its...

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