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Technology Stocks : Tut Systems, Inc. (TUTS)
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To: Jack Hartmann who wrote (273)11/8/2000 2:25:01 PM
From: Wizard  Read Replies (1) of 293
 
TUTS is also market share leader and its going to be a very big market but there is the issue of; can Tut execute on a quarterly basis? This stock valuation doesn't reflect the company's positioning but the question is really about how Tut handles the current spending enviornment. Its tougher and this is going to create some equipment company roadkill. This could be a single digit stock... or it could be a big stock and I honestly don't know which it is at this point. MTU market is very interesting as the economics make total sense, unlike some other communications markets where there are some very legitimate issues. But is TUTS the beneficiary of all of this MTU buildout? I think so but the December and March quarters are going to tell the story, not today's speculation by anybody. I am optimistic on this stock and think the stock over-discounts the risk but that is not to say that TUTS can't have a tough time and see its stock sink from here.

an optimistic but realistic long.
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