Tut Systems, Inc. (TUTS) Message Board

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Technology Stocks : Tut Systems, Inc. (TUTS)

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To: Kevin Sullivan who wrote (218)	8/13/1999 10:33:00 AM
From: Joe Donato	Read Replies (1) of 293

Kevin, I think your point is interesting, and this occured to me while I was catching up on this stock. But after I pondered it for awhile I came to the conclusion that this was not a big deal. First, they say they will support HomePNA 2.0 with their products - so they will have something to sell. Secondly, and probably more importantly, they own HomePNA 1.0 which, I believe, will be a higher volume product then HomePNA 2.0. That is most network appliances (phones, etc..) or internet appliances, will not require significant bandwidth. The HomePNA 2.0 spec is largely for video appliances. Sometimes in technology it's better to be centered in the "volume" segment, rather then the leading edge (although they will play there too.) What do you think?

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