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Technology Stocks : Netopia: FARALLON...begin 2 watch for pot. bottom ahead

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To: Jim Goodman who wrote (2)2/14/1997 9:27:00 PM
From: Brian Fuller   of 14
 
PPS. My calculations: book 4.80 with 2.80 cash...
"still earning income as a company..."
They did lose money on operations last quarter whcih they overcame with interest income. IMO vs expectations would not be surprised to see them lose money the next 2 qtrs while they turn this thing around.
Great marketing strategy - offer plug and play networking and internet solutions to small business with no tech support... but easier said then done. No one has really gone after this segment because they cant figure out how. Using ISP's to resell their gear is certainly one piece of the puzzle.
Later
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