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Technology Stocks : NetVantage (NETVA) -- fastest growing switch co.

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To: Joshua Schindler who wrote (196)11/6/1997 8:08:00 AM
From: Ardee  Read Replies (1) of 278
 
Josh,

Will look into your inquiry. First thing that comes to mind is the sale of warrants.

The numbers released by Netva were absolutely in line with indications given by Rizzone. I for one was pleased to see no surprises (downward). After the whole troublesome inventory/audit issues that made quarterly reporting unpredictable (and scared off institutional investors) this quarter was a welcomed event. To put it succintly, if we can count on what we are hearing, next year is very promising.

My feeling is that the shorterm movement of this stock will now depend on future OEM announcements (indicating profits in 98) and buyout rumors. This movement will be tempered by the 4th Q release.

If Netva lives up to its potential it will soar. As to exactly when? IMHO,It could happen anytime in the next six months.

ARDEE
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